MINT Wealth Management

Our Culture

Our Client-First Culture

We strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.

Adam Lampe — AdvisorHub 2026 Advisors to Watch: 400 Advisors Under $1B [Ranked #317.

MINT Wealth Management's Houston office at dusk

Our Mission

Advocate for your success. That’s the whole mission.

We believe a plan built around your actual life — not a template — is what helps you get where you’re going. That’s why our advisors come from some of the top financial planning programs in the country, and why we connect you with trusted professionals whenever your situation calls for it. With us, you don’t just get a plan — you get a team that’s ready to answer your questions.

Every advisor on our team holds to a fiduciary standard, which means your needs come before ours, always. We run our business around that promise, aligning our team with your goals so you get the best possible service, every time.

This isn’t just talk. Our advisors have been recognized by Texas Monthly as one of the Best Wealth Managers in Client Satisfaction — six years running, 2014 through 2019.

Client-first. Always.

We’ve built our culture around our clients. We show this through adding personal touches to every aspect of our relationship. When you work with us, we want you to know that you’re valued, and that you’re in good hands.

Check out our feature in the January 2020 Advisors Magazine.

We Build Lifelong Relationships

Our annual client retention rate averages over 98% in the past ten years.* Client retention above 98% over the past decade. We do this through excellent service, and ensuring that you are connected with the people who will work best for you.

Our most successful clients are those that match the following:

  • Open to taking constructive feedback and straightforward advice
  • Highly disciplined, and understand that they’re accountable for setting goals
  • View our partnership as a long-term relationship built on trust and transparency

Does this sound like you? Get in touch with one of our advisors, and let’s get the conversation started!

*The annual rate is calculated by taking the total number of clients at the start of the year (SC) and subtracting from it the number of clients who would go on to drop service that year (DC) to arrive at the year-end total (EC). The year-end total is then divided by the start of year total to arrive at the retention rate: (SC - DC) / SC = Retention Rate. Please note that because the EC calculation uses the number of clients who started the year, it does not include new clients who came on board later that same year.

Common Questions

What to know before your first conversation

Who do you work with?

Houston business owners, families, and retirees — owners preparing for a sale or succession, families building retirement income, and pre-retirees fine-tuning their investment and tax strategy before they stop working.

Do you have a minimum?

We don't have a strict asset minimum. What matters more to us is fit — we look for clients who are open to straightforward advice, disciplined about their goals, and ready to build a long-term relationship.

How are you paid?

Most of our relationships are fee-based, with an advisory fee of around 1% of assets under management. We'll walk you through exactly how we're compensated before you ever become a client.

Are you independent?

Yes. We're an independent, fee-based fiduciary, which means your needs come before ours, always. Every advisor on our team holds to that fiduciary standard.

What happens in the first meeting?

The first conversation is about listening, not selling. We'll learn about your goals and your situation, then talk through solutions that fit what you actually need — no pressure, no obligation.

Does this sound like you?

Get in touch with one of our advisors, and let's get the conversation started.

Schedule a Callor call (281) 970-4200

12807 Haynes Road, Building H, Houston, TX 77066