Contact Us

Who We Work With

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.

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.

YOU’VE COME TO THE RIGHT PLACE!

If you’re looking for the ideal Financial Advisor who lives right here in Houston, Texas…

• one who’s “independent fee only”, meaning he doesn’t make recommendations just to pile up commission
• one who’s known internationally for his successful investment practices
• one who’s famous for creating & maintaining fortunes for his highly successful clients, then…

call us at 713-661-1040 or complete the form below and one of our financial consultants will contact you as soon as possible.