Comprehensive Financial Planning Since 1976
If you like Amazon and other technology firms that make the complex seem simple, you will love working with us. We are proud of the advanced financial planning concepts we have provided our clients. We combine our financial plans with best in class risk-adjusted investment strategies that allow our clients to take comfort in the technology we offer to help deliver financial security for decades to come. We have hundreds of families with an average combined investment accounts of 1 million dollars from 55% of the top 50 largest public corporations in Texas and maintain a 98% retention rate of clients year after year.
Mint Wealth Management has a mission to be the best wealth management partner a discriminating investor can work with in overseeing his or her financial future. To this end we are committed to providing superior financial planning and access to quality investment management. Our philosophy is to preserve and enhance wealth over time. This means taking into consideration all financial planning aspects combined with investment risks and opportunities as well as the erosion of inflation.
In December of 2017, we bought a new office building to better serve the needs of our clients and look forward to serving our clients who appreciate our ability to deliver good news like, "please spend more in retirement."
We are also pleased to announce Mint Wealth Management was recognized again in Texas Monthly for 2018, 2017, 2016, 2015, and 2014 as one of the "Best Wealth Managers in Client Satisfaction."
Click on the link below for information on how the selection is made:
Five Star Wealth Manager Program
The Five Star Professional research team applies a vigorous research and evaluation process to identify service professionals who provide quality services to their clients. Professionals do not pay a fee to be considered or placed on the final list of Five Star award winners. To receive the Five Star Wealth Manager award, individuals must satisfy a series of eligibility and evaluation criteria associated with wealth managers who provide services to clients. Recipients are identified through research conducted by industry peers and firms. Third party rankings and recognition's from rating services or publications are not indicative of past or future investment performance.
eMoney ARE YOU ON THE RIGHT TRACK?
eMoney helps our clients organize their financial life with their own digital wealth management portal.
Click here to see an overview of eMoney
CEO & Co-Founder
Adam graduated at the top of his class with honors earning a Bachelor of Science Degree in Personal Financial Planning from Texas Tech University. According to Investopedia, the Texas Tech financial planning program is a Top 5 school
Co-Founder & Principal
As a life learner, David values education as he is an Adjunct Professor at Lone Star College which has become one of the largest colleges in the country in a decade. Professor Lampe graduated from The American College, the pioneer of
Prior to joining Mint Wealth Management, he worked for United Capital Private Wealth Counseling, a California based registered investment advisory firm. During his time with United Capital he worked as a Client Relationship Manager
Client Service Associate
Erica is a graduate of Texas Tech University which is home to one of the top personal financial planning programs in the United States. This is because of the well-rounded course requirements and the excellent faculty aboard.
AssetMark Platinum Relationship Manager
L.A. McGee successfully manages relationships of 10 of the firms most important and largest client relationships with a minimum AUM per office of 75 million.
City National Rochdale Managing Director, Senior Investment Consultant
Vern Montross, CFA is available as a resource for our clients with Rochdale accounts over 1.250 million dollars. In his 16 years of experience in the financial services industry, he has gained a reputation being "a go to expert" on asset
City National Rochdale Managing Director, Senior Portfolio Manager
Mr. Brandau joined the former Rochdale Investment Management (predecessor to City National Rochdale) in 2009. He works closely with each of our clients who have over 1.250 million dollars invested with us to develop a customized portfolio.
For accounts from $500,000 to $1,250,000 million we use Clark Capital Management Group and Jordan Rapoport is responsible for supporting Clark Capital’s partnership with us in our dedication to affluent families
SEI Regional Director
Jeff Nativi joined the SEI Advisor Network with more than 28 years experience in the institutional marketing and distribution of fee based investment solutions. Mr. Nativi joined SEI from Schwab Institutional where he served as a...
Risk Management Consultant
Nick is a seasoned life insurance expert that provides technical and financial planning support to us. He focuses on innovative ways to work with financial advisors and help their clients achieve retirement, risk management and legacy...
During the last twenty-five years, Chuck worked in the small business tax department of an international accounting firm and for two local accounting firms. He has spent his entire professional career working with individuals...
Board Certified Estate Planning Attorney
We recommend that our clients have proper estate planning from a Board Certified Estate Planning Attorney and this is a firm we have worked with for years.