Financial Planning

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.

OUR INVESTMENT PHILOSOPHY

We believe there are key components to achieve investment success. No matter which direction the markets are headed, we work with you to employ these fundamental philosophies:

• Diversification –
  Properly diversified portfolios across asset classes enable you to achieve the maximum level of expected return, based on your level of chosen risk tolerance.
• Lower Volatility –
  We design portfolios with the lowest volatility possible to achieve your stated financial goals and objectives. Portfolios built to experience lower volatility often enable you to quickly increase your wealth.
• Global Diversification –
  Global investment markets have continued to strengthen, creating new opportunities for domestic investors. By including global assets within your investment portfolio, you effectively reduce investment risk associated with U.S. equity markets, as the two markets often don’t move in parallel.

Our investment philosophies were designed to not only facilitate an initial successful relationship, but to accommodate life’s changes as they occur throughout our relationship.

Trippon Wealth Management Group specializes in the following:

• Investment Management Services
• Financial Planning Services
• Retirement Planning Services
• Family Office Services

Specifics about our investment advisory services:

• Our Investment Philosophy
• Who We Work With
• What We Do: 5 Keys to Investment Success

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!

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.