Team Template
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 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.
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 HereFinancial and Retirement Planning
Your Content Goes HereInvestment Management
Your Content Goes HereAdvanced Estate and Tax Planning Strategies
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Your Content Goes HereAlternative Investments and Private Investment Opportunities
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Your Content Goes HerePhilanthropic Strategies
Your Content Goes HereHedging Portfolios and Concentrated Equity Positions
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