Become a Trippon Wealth Management Group Client
Trippon Wealth Management Group is dedicated to serving Houston families and professionals. Since our inception over 27 years ago, we have acted as a trusted advisor on all aspects of our client’s financial lives.
Trippon Wealth Management Group brings a unique combination of professional competence, a passion for helping individuals and families achieve their financial dreams and a dedication to the highest ethical values. Our long term client relationships are built upon a foundation of service, integrity and trust.
We work with individuals, family offices, non-profit organizations, and corporations that qualify as accredited investors. An accredited investor can be defined as an individual or entity with minimum investable assets of $1 million and an annual income in excess of $200,000.
You may engage us for hourly consultations, portfolio management, and financial planning analysis. Our fee for portfolio management is calculated as a percentage of the assets managed by Trippon Wealth Management Group, with a minimum annual fee for this service of $10,000. For a more detailed analysis of our fees, please refer to our Form ADV.
To learn more about how to become a Trippon Wealth Management Group client, contact our offices in Houston.