Michael Farrell, CFA®

The Advanced Planning Group at U.S. Capital Wealth in Houston

G. Todd Lavergne

Senior Managing Director

Nicholas L. Erwin, CFP®

Senior Managing Director

Ryan C. Rinquet

Director

Wren K. Ripoll, CFP®

DIrector

 

The Advanced Planning Group at U.S. Capital
Wealth in Houston is a boutique four‑advisor team—
Todd Lavergne, Nick Erwin, Ryan Ringuet and
Wren Ripoll—focused on personalized estate/legacy
planning, restricted‑stock execution, and Rule 10b5‑1
trading plan design for high‑net‑worth individuals
and corporate executives. In 2025, InvestmentNews
honored the Group as “RIA Team of the Year
(Under 10 Advisors),” underscoring its blend of
technical sophistication and boutique impact.

G. Todd Lavergne

Senior Managing Director

G. Todd Lavergne

Senior Managing Director

G. Todd Lavergne

Senior Managing Director

G. Todd Lavergne

Senior Managing Director

G. Todd Lavergne

Senior Managing Director

G. Todd Lavergne

Senior Managing Director

The Advanced Planning Group at U.S. Capital
Wealth in Houston is a boutique four‑advisor team—
Todd Lavergne, Nick Erwin, Ryan Ringuet and
Wren Ripoll—focused on personalized estate/legacy
planning, restricted‑stock execution, and Rule 10b5‑1
trading plan design for high‑net‑worth individuals
and corporate executives. In 2025, InvestmentNews
honored the Group as “RIA Team of the Year
(Under 10 Advisors),” underscoring its blend of
technical sophistication and boutique impact.

Our Solutions

Holistic Wealth Planning and Advisory

Your Content Goes Here
Tailored wealth strategies, expertly crafted to preserve and grow your legacy

Financial and Retirement Planning

Your Content Goes Here
Comprehensive planning solutions aligned with your priorities

Investment Management

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

Advanced Estate and Tax Planning Strategies

Your Content Goes Here
Elevated estate and tax planning strategies that honor your intentions and secure your legacy.

Executive Compensation

Your Content Goes Here
Sophisticated strategies tailored to optimize and protect the value of executive compensation for corporate leaders.

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

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

Ready To Schedule a
Discovery Meeting?

Name(Required)
Discover Our Team in …

Houston, TX

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