Clearlight Wealth Management Group

Empowering Your Financial Experience with Expertise, Integrity, and Care

Jesse Isensee, CIMA®

Executive Director

Gil Beer

Senior Managing Director

Jackie Hampton

Director

Romelia Garcia​

DIrector

 

At U.S. Capital Wealth, our team aims to help clients achieve their goals through tailored, comprehensive wealth strategies.

Our Solutions

Holistic Wealth Planning and Advisory

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Tailored wealth strategies, expertly crafted to preserve and grow your legacy

Financial and Retirement Planning

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Comprehensive planning solutions aligned with your priorities

Investment Management

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Precision-driven investment management, personalized to align your portfolio with your purpose, goals and objectives.

Advanced Estate and Tax Planning Strategies

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Elevated estate and tax planning strategies that honor your intentions and secure your legacy.

Strategic Business Growth, Valuation, and Exit Planning for Business Owners

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Strategic guidance for business owners to accelerate growth, unlock value, and navigate successful exits with confidence.

Family Office Consulting

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Purpose-built solutions for structuring your family office to preserve wealth and family values across generations.

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Discover Our Team in …

Houston, TX | Headquarters

Houston Headquarters
4444 Westheimer Road
Suite G500
Houston, Texas 77027
713.366.0500