The Advanced Planning Group
The Advanced Planning Group at U.S. Capital Wealth in Houston
The Advanced Planning Group at U.S. Capital Wealth in Houston is a boutique team of four advisors: Todd Lavergne, Nick Erwin, Ryan Ringuet, and Wren Ripoll – specializing in personalized estate and legacy planning, restricted stock execution, and Rule 10b5-1 trading plan design. The group serves high-net-worth individuals and corporate executives, delivering tailored strategies that address complex financial and estate planning needs.
Our Solutions
Holistic Wealth Planning and Advisory
Your Content Goes HereTailored wealth strategies, expertly crafted to preserve and grow your legacy
Investment Management
Your Content Goes HerePrecision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.
Advanced Estate and Tax Planning Strategies
Your Content Goes HereElevated estate and tax planning strategies that honor your intentions and secure your legacy.
Executive Compensation
Your Content Goes HereSophisticated strategies tailored to optimize and protect the value of executive compensation for corporate leaders.
Philanthropic Strategies
Your Content Goes HereCrafted giving solutions to effectively sustain the causes closest to your heart, now and for generations to come.
Hedging Portfolios and Concentrated Equity Positions
Your Content Goes HereBespoke strategies to manage risk and enhance income across your portfolio and concentrated equity holdings.
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