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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 

Adam Lampe

CEO & Co-Founder

(281) 970-4200

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

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David Lampe, CLU

Co-Founder & Principal

(713) 398-7487

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

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Lance Elrod, CFP®

Wealth Advisor

(281) 970-4200

(832) 680-6151

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

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Erica Faircloth

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. 

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L.A. McGee

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.

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Vern Montross, CFA

City National Rochdale Managing Director, Senior Investment Consultant

(832) 596-6245

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

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Sheldon C. Brandau, MBA, CFA, CAIA

City National Rochdale Managing Director, Senior Portfolio Manager

(407) 333-1677

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.

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Jordan Rapoport

Investment Consultant


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

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Jeff Nativi

SEI Regional Director

(972) 679-2383

[email protected]

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...

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Nick Gililland

Risk Management Consultant

(800) 333-1999

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...

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Chuck Ransleben, CPA



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... 

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Elizabeth Hilbun, JD

Board Certified Estate Planning Attorney

(281) 955-9292

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.

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