Providing Wealth Management Strategies to Successful Houstonians For Decades
Trippon Wealth Management Group, a premier investment advisory firm that provides our clients with smart financial decisions. James “Jim” Trippon, the principal financial advisor of Trippon Wealth Management Group, has provided investment strategies for over 1,000 highly successful businessmen and women in his career. Jim understands the goals of accredited investors, and has created a specialized practice working with high net worth clients.
Trippon Wealth Management Group prides itself in the many long-term client relationships that have been built on a foundation of integrity, trust and account service. We dedicate ourselves to laser-like focus on your investment goals, which helps create a quality of life that reflects your true core values.
Louis Gonzalez
Very professional and knowledgeable. It has been a breath of fresh air working with Travis and feeling like we are getting the proper help and and support when it comes to Taxes. Thank you!
Ken Sersun
Amazing service and results. Travis Rhoads is perhaps one of the most professional people I’ve ever worked with in my career. He’s extremely knowledgeable, and I leave every conversation feeling a little bit smarter. Additionally, Travis’ greatest asset to me is his impeccable responsiveness. I’m hesitant to give you guys too good of a review as I don’t want everyone rushing to you, but you deserve it.
Holley Snow
We’ve worked with the incredible group at J.M. Trippon & Company for several years, & it’s always a pleasure. We’re so thankful for Jim, Travis & the entire team. They handle even the most trivial of questions with the utmost care. They’re professional, timely, extremely helpful & always kind. They go the extra mile, are readily accessible & thorough with every task they encounter. Our family & our business is so grateful to have this entire team in our corner. We cannot recommend them highly enough.
Chick-fil-A Bastrop
Jim, Travis and Tyler are all incredibly informative, professional and caring. As a new business owner, I’ve been able to focus on the operations of my business knowing that the accounting piece is taken care of. I have a confidence in accounting and investing now that would have otherwise been unrealistic. I couldn’t recommend them more!
James DeCola
I started using Trippon in 2020 and was not expecting the level of service to be so high. They have taken time to answer all my tax questions and help me navigate significant changes that have occurred in my life and business. Now they are helping me with tax planning for retirement, and I feel confident it will help me avoid many costly mistakes as I try to plan for the future.
Michael Tipton
JM Trippon and Company is second to none in what they do! What they do is partner with you to maximize your income, minimize your taxes and help you meet your financial goals. All this is carried out professionally and ethically with personalized service. I feel secure as a client and can’t recommend their services enough. Make the call! You can thank me later.
C N
These guys may be the best accountants in the business. They keep up to date so they pretty much always know everything…and can help you understand complex laws etc. They…look, I could go on and on, they’re awesome.
Diane Parisian
Always professional. Clear beneficial advice. They go over the return with me so I understand it completely. Always available to answer questions during the year at no additional cost. They make the tax process as painless as is possible. I highly recommend Trippon & Co.
Business Accounting & Financial Advisory
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