Terms of Use

Icon Wealth Partners (“Icon Wealth Partners”) is an SEC-registered investment advisor with offices in Houston, TX. Icon Wealth Partners and its representatives are in compliance with the current filing requirements imposed upon SEC-registered investment advisers by those states in which Icon Wealth Partners maintains clients. Icon Wealth Partners may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements.

The Icon Wealth Partners website is limited to the dissemination of general information pertaining to its advisors’ services, together with access to additional investment-related information, publications and links. Accordingly, the publication of the Icon Wealth Partners website on the Internet should not be construed by any consumer and/or prospective client as Icon Wealth Partners’ solicitation to effect, or attempt to effect, transactions in securities or the rendering of personalized investment advice for compensation over the Internet. Any subsequent, direct communication by Icon Wealth Partners with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Icon Wealth Partners, please contact the SEC or the state securities regulators for those states in which Icon Wealth Partners maintains a notice filing. A copy of Icon Wealth Partners’ current written disclosure statement discussing Icon Wealth Partners’ business operations, services and fees is available from Icon Wealth Partners upon written request. Icon Wealth Partners does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness or relevance of any information prepared by any unaffiliated third party, whether linked to the Icon Wealth Partners website or incorporated herein, and takes no responsibility therefore. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.

The Representatives of Icon Wealth Partners are also securities licensed by several states with Purshe Kaplan Sterling Investments, Inc. (“PKS”), an independent broker-dealer. Member NASD/SIPD.

Clearing, custody, or other brokerage services may be provided by National Financial Services LLC or Fidelity Brokerage Services LLC.

Please remember that different types of investments involve varying degrees of risk, and there can be no assurance that the future performance of any specific investment or investment strategy (including those undertaken or recommended by Icon Wealth Partners), will be profitable or equal any historical performance level(s).

Certain portions of the Icon Wealth Partners website (i.e., newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Icon Wealth Partners’ (and those of other investment and non-investment professionals) positions and/or recommendations as of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendation(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Icon Wealth Partners or from any other investment professional. Icon Wealth Partners is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice.

Rankings and/or recognition by unaffiliated rating services and/or publications should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Icon Wealth Partners is engaged, or continues to be engaged, to provide investment advisor services, nor should it be construed as a current or past endorsement of Icon Wealth Partners by any of its clients. Rankings published by magazines, and others, generally base their selections exclusively on information prepared and/or submitted by the recognized advisor.

To the extent that any client or prospective client utilizes any economic calculator or similar interactive device contained within or linked to the Icon Wealth Partners website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Icon Wealth Partners, or from any other investment professional.

Each client and prospective client agrees, as a condition precedent to his/her/its access to the Icon Wealth Partners website, to release and hold harmless Icon Wealth Partners, its officers, directors, owners, employees and agents from any and all adverse consequences resulting from any of his/her/its actions and/or omissions which are independent of his/her/its receipt of personalized individual advice from Icon Wealth Partners.


Investing involves risk and investors should be prepared to bear potential losses. Past performance may not be indicative of future results. No portion of any statement included herein is to be construed as a solicitation to buy or sell a security or the rendering of personalized investment advice over the Internet. Icon Wealth Partners is an SEC registered investment adviser that maintains a principal place of business in the State of Texas. The firm may transact business only in those states in which it is notice filed or qualifies for a corresponding exemption from such requirements. For information about Icon Wealth Partners’ registration status and business operations, please consult the Firm’s Form ADV disclosure documents, available upon request.