Why Choose U.S. Capital Wealth?

Based in Houston with offices in multiple states, U.S. Capital Wealth is one of the largest independent wealth management firms in the Southwest. We believe our business model cultivates client-focused strategies that are delivered with transparency, flexibility, and a shared commitment to long-term values.

The U.S. Capital Story

Committed to Client-Centric Excellence

A Highly Personalized Client Experience

Financial Guidance
Focused on
Intentional Outcomes

Committed to
Keeping Client
Interests First

Dedicated
to Constant
Improvement

Boutique-Level Service

Houston, TX | Headquarters

4444 Westheimer Road, Suite G500
Houston, Texas 77027
713.366.0500

Located in the heart of one of the nation’s most dynamic economies, our Houston offices specialize in delivering tailored wealth planning solutions to individuals, families, and business owners across Texas and beyond. With deep roots in the local community and experience serving clients in energy, healthcare, and other key industries, our team provides personalized guidance in investment management, retirement planning, tax strategy, and legacy planning – helping you navigate life’s financial complexities with clarity and confidence.

Advisors

Advanced Planning Group
G. Todd Lavergne | Senior Managing Director
Nicholas L. Erwin, CFP® | Senior Managing Director
Ryan C. Ringuet | Director
Wren K. Ripoll, CFP® | Director

Clearlight Wealth Management Group
Gil Beer | Managing Director
Jesse Isensee, CIMA® | Executive Director

Pilibosian Advisory Group
Phil Pilibosian | Senior Managing Director
Debra Parant | CFA® | Director

Galloway Wealth Group
Nathan W. Galloway | Executive Director
Peyton Denney | Financial Advisor

Harris Hurt Group
Titus Harris | Managing Director
William Hurt | Senior Managing Director

HRG Wealth Management 
Christian C. Bauman, CFP® | Senior Managing Director
Scott M. Selzer, CEPA® | Senior Managing Director
Thomas C. Carman, CFP® | Senior Managing Director

Mendenhall/Ching Wealth
Patrick Mendenhall | Managing Partner
Brian Ching | Financial Advisor

RJR Investment Group
Kelly Rushing, CPM® | Managing Director
R. Shawn Jones | Managing Director
Davis Rushing | Managing Director

The Nguyen Wealth Management Group
Kim-Ha Nguyen, CFP® | Senior Managing Director
Rachel Brown, CFP® | Director

Tolbert Financial Group
Stephen Tolbert | Senior Managing Director

The West Group
Matthew B. West | Senior Managing Director
Daniel W. Vickery | Director

Brad Miller | Managing Director

Stephan Farber | Managing Director

Larissa A. Poindexter | Managing Director

Boutique-Level Service

Houston, TX | Medical Center

6624 Fannin Street Suite 2120
Houston, Texas 77030
713.366.0500

Based in one of the country’s most economically dynamic cities, our Houston office specializes in delivering tailored wealth planning solutions to individuals, families, and business owners across Texas and beyond. With deep roots in the local community and experience serving clients in energy, technology, real estate, and medical, our team provides personalized guidance in investment management, retirement planning, tax strategy, and legacy planning – helping you navigate life’s financial complexities with clarity and confidence.

Advisors

Medical Center Wealth Management Group
Amanda Ton | Managing Director

Boutique-Level Service

Dallas, TX

2101 Cedar Springs Rd, Suite 1850
Dallas, Texas 75201
972-338-4201

Located in the heart of one of the country’s most vibrant business and financial hubs, our Dallas office provides customized wealth planning solutions to individuals, families, and business owners throughout North Texas and beyond. With strong ties to the local community and deep experience serving clients in key regional industries – including energy, technology, real estate, and medical – our team delivers strategic guidance in investment management, retirement planning, tax strategy, and legacy planning. We’re here to help you navigate life’s financial decisions with insight, clarity, and confidence.

Advisors

Dix Fisher Consulting Group
Charles Dix | Senior Managing Director, Market Manager
Clayton Fisher, CFP® | Managing Director
Denise Clifton | Director
Megan Price | Associate Director

Dix Sampson Consulting Group
John O. Dix, Jr. | Senior Managing Director
Karee H. Sampson | Managing Director
Robin C. Austin | Financial Advisor

John Howle | Managing Director

Bradley Shields, CFP® | Financial Advisor

Gayle A. Terry | Director, Financial Advisor

Boutique-Level Service

Austin, TX

300 W. 6th Street Suite 1900
Austin, Texas 78701
512-813-1100

Operating in the midst of one of the nation’s fastest- growing and most innovative cities, our Austin office delivers personalized wealth planning solutions to individuals, families, and business owners across Central Texas and beyond. Rooted in the local community and experienced in serving clients across the region’s key industries – including technology, energy , real estate, and the military – our team offers experienced guidance in investment management, retirement planning, tax strategy, and legacy planning.

Advisors

McTee Wealth Management
Ford McTee, CFP® | Senior Managing Director, Market Manager

The Gottesman Group
Morris S. Gottesman | Senior Managing Director
Ashley Giles, CFP® | Financial Advisor

Sam Parker | Senior Managing Director, Certified Exit Planning Advisor

Chase Abshier | Investment Analyst

James McDaniel | Financial Advisor

Timothy V. Myers | Director

Derek Su | Financial Advisor

Ransom H. Adams, CFP® | Financial Advisor

Cooper Wealth Group
Kelly Cooper, CFP®, CLU® | Financial Advisor
Dale Cooper, CPA | Financial Advisor

Tammy Lee, CFP® | Financial Advisor

Boutique-Level Service

Georgetown, TX

2004 Williams Drive
Georgetown, TX 78628
512-864-0721

Situated in the historic and fast-growing community of Georgetown, our office provides personalized wealth planning solutions to individuals, families, and business owners across Central Texas. With a deep understanding of the local values and lifestyle – along with experience serving clients in energy, technology, real estate, medical, and the military – our team offers tailored guidance in investment management, retirement planning, tax strategy, and legacy planning. We’re here to help you preserve what matters most and plan for the future with clarity and confidence.

Advisors

Matt Shields | Financial Advisor

Ben Meadows | Financial Advisor

Boutique-Level Service

Andover, MA

23 Main Street Suite 301
Andover, MA 01810
978-504-2575

Situated in the historic town of Andover, our office offers personalized wealth planning solutions to individuals, families, and business owners throughout the Merrimack Valley and Greater Boston area. With a deep connection to New England values and experience serving clients across a range of industry verticals and life circumstances, our team delivers thoughtful guidance in investment management, retirement planning, tax strategy, and legacy planning. We help you make informed financial decisions with clarity, care, and long-term perspective.

Advisors

Dan Sexton | Financial Advisor

Mike O’Connor | Financial Advisor

Hugh Maginnis | Financial Advisor

Boutique-Level Service

New York, NY

521 5th Avenue, 12th Floor
New York, NY 10175
212-202-3093

At the center of one of the world’s leading financial centers, our New York office delivers sophisticated wealth planning solutions to individuals, families, and business owners across the city and beyond. With deep experience serving clients across a range of industry verticals, our team understands the fast-paced, demanding nature of life in the New York metropolitan area. We provide personalized guidance in investment management, retirement planning, tax strategy, and legacy planning – helping you navigate complexity with clarity, discretion, and confidence.

Advisors

Ken Mathieson | Managing Director

John McDermott | Managing Director

Farrell/Fortescue Wealth Group
Michael Farell, CFA® | Financial Advisor
Jim Fortescue | Managing Director

Boutique-Level Service

Coral Gables, FL

2 Alhambra Plaza, Suite 620
Coral Gables, FL 33134
212-202-3093

Located in the distinguished Coral Gables, our office provides tailored wealth planning solutions to individuals, families, and business owners across South Florida. With strong ties to the local community and depth of experience serving clients in real estate, international business, law, and healthcare, We understand the unique financial landscape of the region. We offer personalized guidance in investment management, retirement planning, tax strategy, and legacy planning –  helping you navigate complex financial  decisions with clarity, sophistication, and confidence.

Advisors

John W. Cross IV | Director


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