Houston Wealth Management
Houston, Texas
825 Town and Country Lane
Suite 1200
Houston, TX 77024
Phone: 713.231.0870
Fax: 713.383.6354
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 $26 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
I develop meaningful relationships with our trusted partners to identify opportunities to ...
View ProfileDustin Courts
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
As an experienced tax professional with several years of expertise
View ProfileMalumbe Yasa, CPA
As the director of estate planning, I strive to help clients live a richer life by alignin...
View ProfileMary Louden, JD, LLM
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
I help our clients explore what Living a Richer Life means to them and build a financial p...
View ProfileStephen O’Dell, CFP®
Advising around investments, company benefits, taxes, etc. are all a part of being a good ...
View ProfileSteven Hanks, CFP®
Connect with our Houston Team
"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