Independent advice for people who've outgrown generic advice.
Since 2005, Mint Wealth Management has helped Houston business owners, families, and retirees plan, invest, and retire with advice built around their lives.
Who We Serve
Different paths, the same advocacy
Whether you're building a business, raising a family, or planning your retirement, our approach starts with understanding where you are and where you want to go.
Business Owners
Exit planning, succession, and tax-efficient strategies for owners preparing to sell, transition to family, or buy out partners.
Explore business planningFamilies & Retirees
Holistic wealth advice, retirement income planning, and legacy strategies tailored to what matters most to your family.
Explore wealth advicePre-Retirees
Tax-efficient investing, risk management, and investment portfolios designed to carry you confidently into retirement.
Explore investingOur Philosophy
We Don't Do Cookie Cutter.
Your financial life is as individual as you are. That's why every plan we build starts from scratch — your goals, your family, your business, your legacy. No pre-built portfolios. No one-size-fits-all advice.
Read our philosophyOur Process
A clear path from where you are to where you want to be
Discover
We learn about you — your goals, your concerns, your financial picture, and what success looks like to you.
Design
We analyze your situation and craft a personalized plan with clear strategies and recommendations.
Implement & Monitor
We put your plan into action, then measure, monitor, and adjust as your life and the markets evolve.
Your Team
The people behind your plan
Videos
Get to know how we work
A Team You Can Count On
Personalization to Meet Your Goals
Working With An Independent Financial Advisor
Ready to talk with an advocate?
The first conversation is always complimentary. We'll listen to your goals, ask the right questions, and help you understand your options — no pressure, no obligation.
12807 Haynes Road, Building H, Houston, TX 77066