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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Get in touch and put our experienced Houston based team to work on your behalf.


2229 San Felipe Street, 15th Floor
Houston TX 77019

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Office Hours

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


Office Phone: (832) 941-0888

Check Verifications & Banking Inquiries:
(800) 830-0549

Client Access
Support for BNY Mellon Wealth Online:
(800) 880-5631

Our Houston Team

Want to know more?

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Send us an email and we’ll schedule a call at a time that works for you.