Broker Check

We are your advocate.  We help you make informed decisions so you can live a more fulfilling life.  

Your story, your goals, your advocate

Our objective is simple – we are your advocate.

We believe everyone can benefit from professional advice. As your advocate, we help you make informed financial decisions so that you may live a fulfilling life.  Our account minimums are a good attitude and someone open to advice. However, we take pride in the fact that we have a due diligence team that overseas all our investment options since 1968. We believe every client should have a team of dedicated professionals to serve them.  For accounts over 1 million, we have utilized a firm that allows for us to provide a CFA charterholder professional in each client meeting. They manage over 40 billion and we proud to say we one of the largest offices for them in the country.  

And, as your advocate, we don’t provide advice until we learn what’s most important to you. While this may sound like common sense, it is not a single conversation, but a detailed process of getting to know your family dynamics and relationships, your current situation and goals for the future, your attitude toward spending and saving, and so much more. We take the time to develop an understanding of your long-term vision in order to set meaningful goals and help you develop a plan to reach them.

Once we understand what you want to accomplish, we conduct a deep assessment of your current situation, going well beyond your balance sheet. We take the same care in understanding where you stand today as we do in understanding where you want to be in the future. Then, we help you set specific goals to achieve your long-term vision.

  • Wealth Advice: We develop an understanding of your long-term vision, including where you stand today and where you want to be in the future. Then, we create a plan to help you reach your goals.
  • Tax Planning & Preparation: Savvy financial decision-making and investing are incomplete without full consideration of the tax implications.
  • Risk Management: Your advisor will work with our risk management professionals to review and ensure your current level of protection is appropriate. Having a plan tailored to your situation will help you accomplish what’s most important should something unforeseen take place.
  • Investment Management: Our investment team provides the insight and experience necessary to help your advisor design an investment strategy to help you accomplish goals with a focus on risk and tax exposure.
  • Estate Planning & Trust Services: Whether you wish to leave a legacy to heirs or a favored organization, we help you develop a strategy while ensuring your assets are passed in a tax-efficient manner and according to your wishes.
  • Specialized Business Services: Your advisor works with business advisory professionals who have experience in business valuation and mergers and acquisitions.

With the guidance of these professionals, as well as other professionals with whom you have relationships, your wealth team develops a financial plan specifically for you and your needs. Ongoing, your team makes necessary adjustments to your plan for a variety reasons, including but not limited to tax consideration, the market and, most importantly, your changing life and goals. Mint Wealth Management serves as your guide every step of the way.

It's Time to Think Differently About Your Money

We are also pleased to announce Mint Wealth Management was recognized again in Texas Monthly for 2019, 2018, 2017, 2016, 2015, and 2014 as one of the "Best Wealth Managers in Client Satisfaction."

75% of Our Employees Graduated from the Top Financial Planning Program in the Nation

Where You Are

We create financial strategies tailored to your goals.

Where You Want To Be

Years of experience have prepared us to guide you through your life transitions.

How You Get There

We believe values matter, and we live by ours every day.

Client Centered

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.

ARE YOU ON THE RIGHT TRACK?

eMoney

eMoney helps our clients organize their financial life with their own digital wealth management portal.

Click here to see an overview of eMoney

 

Learn more

Still Unsure? We Can Help

Name
Email
Phone
Question
Thank you!
Oops!