Houston Wealth Management

Houston, Texas

825 Town and Country Lane
Suite 1200
Houston, TX 77024
Phone: 713.231.0870
Fax: 713.383.6354

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After years of partnering with Houston clients from afar, we were excited to put down roots in Space City in 2022. 

With a dedicated tax advisory group, our team partners with clients across Houston’s robust and diverse economy. From energy, aerospace, and aviation leaders, to healthcare, biotech, and finance executives.

Our Houston wealth management team works with you to create a personalized financial plan designed for your big picture.  

As a fiduciary, our team puts your interests first to help you achieve your financial goals, whether that’s giving back to the community, saving up for the future, or savoring today.  Our holistic approach includes in-house wealth management expertise, such as investment management, tax planning, estate planning, philanthropy, private investment advisory, equity compensation guidance, real estate advisory, business succession, and other specialized financial services. 

Brighton Jones is one of the country’s fastest-growing wealth management firms, with over $19 billion in assets under advisement and 4,000 clients. Our mission is more than growing and protecting wealth—it’s about empowering you to live a richer life by aligning your resources with what matters most to you. 

Driving Directions

Meet your Houston wealth management team

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA


I develop meaningful relationships with our trusted partners to identify opportunities to ...

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Dustin Courts

Business Development Manager

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

As an experienced tax professional with several years of expertise

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Malumbe Yasa, CPA

Tax Lead Advisor

As the director of estate planning, I strive to help clients live a richer life by alignin...

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Mary Louden, JD, LLM

Director of Estate Planning

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

I help our clients explore what Living a Richer Life means to them and build a financial p...

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Stephen O’Dell, CFP®

Lead Advisor

Connect with our Houston Team

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client