Houston Wealth Management

Houston, Texas

12 Greenway Plaza, Suite 1100
Houston, Texas 77046
Phone: 713.231.0870
Fax: 713.383.6354

Get in touch

Our Houston wealth management team can work 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. In addition, we provide mindfulness-based emotional and social intelligence programs to empower our employees, clients, and the communities where we live and work to hone skills and practices that help us all be fully present and intentional in our lives and relationships.

Our holistic approach includes in-house wealth management expertise, such as investment management, private investment advisory, real estate investment advisory, estate planning, philanthropy, tax planning, equity compensation guidance, business succession, and other specialized financial services. 

Driving Directions

Meet your Houston wealth management team

As a member of the Personal CFO team, I feel honored to be invited into the financial narr...

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Annika Williams, CFA

Associate Advisor

As a growth and operations manager, I help clients live a richer life by keeping things ru...

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Erica Penner

Growth and Operations Manager

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

As a senior lead advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP®

Senior Lead Advisor

Stephen O’Dell, CFP®

Lead Advisor

Talk to a Houston financial advisor

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