Realize Your Wealth’s Potential

We serve ultra-high-net-worth families, business executives, entrepreneurs and business owners, foundations and endowments, and the next generation of emerging affluent. Our clients are based in Houston, across Texas and throughout the United States.

As a registered investment adviser, Icon Wealth Partners is held to a fiduciary standard, meaning we are obligated to act in your best interest. Our role is to advise on your full financial picture, from investments and planning to the professionals around you, rather than to sell a particular product.

Icon’s founders left large wirehouse firms to serve clients without that bureaucracy. We take a bespoke, entrepreneurial approach to wealth management, and our access across the industry allows us to provide clients with an institutional investment experience.

We take a core and satellite approach. Liquid equity and fixed income allocations form the core of a client’s portfolio. Satellite investments, such as private and alternative investments, high-conviction strategies and custom fixed income strategies, complement the core and add diversification where appropriate.

Many private and alternative investments are limited to accredited or qualified investors and can be hard to reach on your own. Icon Wealth Partners draws on relationships across the industry to bring clients a curated set of institutional opportunities. We weigh each one against your core portfolio, liquidity needs and goals, because they are not right for every investor.

Our services include investment management and asset allocation, financial planning and tax strategies, trust and estate planning, wealth transfer strategies, philanthropic giving, insurance and risk solutions, treasury and credit solutions, cash flow management, cash and fixed income management, and business owner and valuation solutions.

Icon Wealth Partners helps business owners plan for a sale or succession well ahead of the deal. We help you understand what the business may be worth, prepare for the taxes a transaction can bring, and decide how the proceeds fit your wider wealth. Your CPA and attorneys stay involved, so decisions are made with the full picture.

Passing on wealth well takes planning that spans generations. Icon Wealth Partners works alongside your estate attorney on trusts, gifting and wealth transfer strategies. We also work with the next generation directly, so your heirs come to know the plan, and the people behind it, before they inherit.

Icon Wealth Partners helps families give with purpose. We help you decide how and when to give, weigh the tax side of each gift, and fit your giving into your wider estate plan. We also advise foundations and endowments on managing their assets for the long term.

We begin with a thorough assessment of your overall financial picture. We listen, then construct a customized, comprehensive plan that reflects your goals and addresses your specific needs. Once the plan is in place, we stay proactive and communicate consistently. Every step is a collaborative process.

Yes. We coordinate with your existing CPA, estate attorney and other advisors, and we can introduce you to established professionals when your plan calls for them.

Icon Wealth Partners is a registered investment adviser. Securities custody and brokerage services are provided by Fidelity. Fidelity and Icon Wealth Partners are separate and unaffiliated entities.