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 financial planning concepts we have provided our clients. We combine our financial plans with risk-adjusted and tax managed investment strategies that allow our clients to take comfort in the technology we offer to help deliver financial peace of mind for decades to come. We have hundreds of families with an average combined investment account of 1 million dollars 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 professional financial planning and access to professional 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. Award does not evaluate quality of services provided to clients. Once awarded, wealth managers may purchase additional profile ad space or promotional products. The inclusion of a wealth manager on the Five Star Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional.
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 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.