About Our Houston Office

Our Houston office is located in the heart of River Oaks, with amazing views of downtown Houston. The team provides a broad range of wealth management services, leading with wealth planning, but focusing on business owner transitions, family law, and inherited wealth. Our team is proud of their strong client commitment, limiting their relationships to ensure personal service and a highly satisfying client experience, ultimately leading to unmatched client retention.

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Address

2229 San Felipe Street, 15th Floor
Houston TX 77019

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Office Hours

Mon - Fri: 8:30 AM-5:00 PM CT

Contact

Office Phone: 713-483-7660

Our Houston Team

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