Significant wealth creates additional complexity, requiring the proper investments.
Welcome to Icon Wealth Partners, an independent investment advisory and wealth management firm located in Houston, TX. We work with a select group of individuals and families to manage the complexities of significant wealth creation and generational wealth transfers.
Unlock curated investment opportunities and personalized wealth strategies with our experienced team. Get the service and attention you deserve to realize your wealth's full potential.
Company Details
- Employees
- 22
- Address
- Houston, Texas
- Phone
- +1-713-904-5020
- in****@****nwp.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- iconwp.com
- Keywords
- Wealth Management, Financial Advice, Liquidity Solutions, Financial Planning, Portfolio Construction, Trust and Estate Planning Strategies, Tax Strategies, Investment Allocation, Wealth Transfer Strategies, Cash and Fixed Income Management, Business Owner and Valuation Solutions, Philanthropic Giving, Insurance, Concentrated Stock Solutions.
- HQ
- Houston, Texas
Icon Wealth Partners Questions
Icon Wealth Partners's helpline number is +1-713-904-5020
Icon Wealth Partners's website is iconwp.com
Icon Wealth Partners's LinkedIn profile is https://www.linkedin.com/company/icon-wealth-partners
Icon Wealth Partners has
22 employees.
View email and phone details for 22
employees at Icon Wealth Partners.
Icon Wealth Partners's industry is
Financial Services
Icon Wealth Partners's top competitors are
Rose Capital Advisors,
Premia Global Advisors,
Texas Capital,
Precedent Wealth Partners,
Dynasty Financial Partners,
Tanglewood Total Wealth Management,
Summit Trail Advisors,
Geller,
Procyon,
Aaron Wealth Advisors.
Icon Wealth Partners's support email address is info@iconwp.com
Icon Wealth Partners's categories are Financial Services
