Since our inception, Trippon Wealth Management Group has acted as a trusted financial advisor on all aspects of our client’s financial lives. Our firm is committed to developing long-term client relationships built upon a foundation of integrity, service and trust. The professionals of Trippon Wealth Management Group have dedicated themselves to focusing on our clients’ investment goals so they can create a quality of life which reflects their true core values.

Trippon Wealth Management works with individual clients, family offices, corporations, and charities. For individuals, this generally requires a minimum investment asset base of $1 million, or current income in excess of $200,000 annually.

If you have a need that falls outside of our expertise, we have hand-selected a network of financial professionals which allows us to offer you a full range of services, including:

Financial Advisor Houston: What we Do for Our Financial Planning Clients in Houston

If you have a need that falls outside of our expertise, we have hand-selected a network of financial professionals which allows us to offer you a full range of services, including:

  • Investment Management
  • Retirement Planning
  • Tax Planning
  • Insurance Planning
  • Family Office Advisory
  • Estate Planning

For services you require that cannot be fulfilled by Trippon Wealth Management Group, such as insurance services, legal advice or tax concerns, our hand-selected network of professionals are available to provide high-quality service within each of these wealth management arenas.

You may engage Trippon Wealth Management for hourly consultations, financial planning analysis and/or portfolio management. Our fee for portfolio management is calculated as a percentage of the assets we manage, and our minimum fee for this service is $10,000 per year.

For a more detailed explanation of our fees, please refer to our Form ADV.

Give us a call at 713-661-1040 and let’s start a conversation on how we can put our experience to work for you, TODAY!