wiseradvisor

Adam Lampe
Mint Wealth Management

Tel: 281-970-4200
12807 Haynes Road, Building H
Houston, TX 77066

You have goals. We can help you get there.

Mint Wealth Management | Financial Advisor in Houston ,TX


About Mint Wealth Management

Our mission is simple: Advocate for your success.

We believe that offering comprehensive total solutions for your personal and financial needs will help you reach your goals. We do this through employing advisors who've graduated from one of the Top Financial Planning Programs in the Nation (source), and also through connecting you to quality services such as business professionals. With us, you not only have a plan, but a team that's ready to answer all your questions.

Our team is comprised of experts that maintain a fiduciary relationship with their clients. As fiduciaries, your needs will always come before our own, and we will always act in your best interest. In achieving our mission, we conduct business in a way that ensures your needs are aligned with our professionals, so that you can receive the best possible service.

This isn't just talk, though. Our advisors have been recognized by Texas Monthly as one of the Best Wealth Managers in Client Satisfaction for the last 7 years.


General Information

Firm Start Year:   1976
No.of Employees:   5-9
Name of Broker/Dealer:   ROYAL ALLIANCE ASSOCIATES, INC.
States Licensed in:   TX
Number of Years with Current Firm:   15
I work with the following types of clients:   Individual Investors, Businesses, Investment Clubs


Services

I can meet clients in the following ways:   Via Email, Video Conference, Via Phone, At my office, At your office


Firm Information

Advisor's Number of Clients:   613
Assets Managed by Advisor:   $27000000


Compliance

Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $250K+
Compensation Methods:   Based on Assets, Flat Fee


Education

Bachelor of Science - Personal Financial Planning  Texas Tech University
2000-2004



Faqs

  • Do you have a customer satisfaction or refund policy? We aim to continually provide you with holistic strategies to your financial and personal needs. Our highly-educated and client-focused advisors will help you every step of the way, from defining your goals, to developing your plan towards success.
  • Why should I choose you as my financial advisor? Adam Lampe has helped high net worth individuals, affluent families, foundations, and institutions work toward their financial goals through holistic financial planning. As the CEO & Co-Founder of Mint Wealth Management, formerly Lampe & Son Wealth Management, he leads all development efforts within the firm. Alongside his extensive work serving clients, Adam also teaches retirement planning courses through Lone Star College and Prairie View A&M University satellite campuses around Houston. Adam graduated #1 in his class with honors from Texas Tech University, where he earned a Bachelor of Science Degree in Personal Financial Planning. This program through Texas Tech has received an abundance of praise, including being considered a Top 5 school by Investopedia (source), and one of the most influential programs by Financial Planning Magazine (source). Before forming Mint Wealth Management with his father in 2005, Adam worked at a fee only firm which served an exclusive group.
  • What are your qualifications? What is your education background? We provide life planning a comprehensive approach that means we can help you with any decision in your life related to a dollar sign Our wealth advice begins by developing an understanding of your long-term vision. This covers where you are today, and where you aspire to be in the future. Once we know your financial goals, we will create a roadmap to help you get there. We will take a proactive approach by diversifying your portfolios among multiple asset classes. Some of these may include fixed income, cash, equities, real assets and alternative investments. We may utilize both active and passive strategies, and will consider different strategies
  • How do you charge for your services? Mint Wealth Management is an independent financial planning firm based in Houston, Texas. We assist clients who want objectivity without any product/sales influence. Our mission is to improve your life measurably by helping you become good stewards of your financial resources. We offer the following services: Portfolio analysis Asset allocation design Investment management Retirement planning Insurance planning Estate planning (referral) Tax planning (referral) Social security analysis Educational seminars We recognize that our clients lead active and complex lives. They understand that managing their investments is more complicated and time-consuming than ever before. They acknowledge that working with specialized investment professionals provides them with a level of confidence and security. Wealth accumulation and estate preservation includes coordinating our planning with tax and legal professionals. We follow a disciplined approach See https://www.mintwm.com/products-services
  • How are you compensated? How will I pay for your services? Our account minimums are a good attitude and being open to advice. Once we have determined your goals, we will customize our investment management strategy to your unique requirements. We aim to be truly objective, honest, and realistic in our wealth management. We have clients all over the country. We only take a new a set of clients on that so we can maintain a high of level of service for people who no longer have to worry about their financial life.
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Disclaimer

Securities and investment advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC. Royal Alliance Associates, Inc. is separately owned and other entities and/or marketing names, products or services referenced here are independent of Royal Alliance Associates, Inc. This communication is strictly intended for individuals residing in the states of CA, CO, FL, GA, LA, MN, MO, MT, NY, OH, OK, OR, TN, TX & WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.

Adam Lampe

Adam Lampe

For over 14 years, Adam Lampe has helped high net worth individuals, affluent families, foundations, and institutions work toward their financial goals through holistic financial planning. As the CEO & Co-Founder of Mint Wealth Management, formerly Lampe & Son Wealth Management, he leads all development efforts within the firm. Alongside his extensive work serving clients, Adam also teaches retirement planning courses through Lone Star College and Prairie View A&M University satellite campuses around Houston. Adam graduated #1 in his class with Honors from Texas Tech University, where he earned a Bachelor of Science Degree in Personal Financial Planning. This program through Texas Tech has received an abundance of praise, including being considered a Top 5 school by Investopedia (source), and one of the most influential programs by Financial Planning Magazine (source). Before forming Mint Wealth Management with his father in 2005, Adam worked at a fee only firm which served an exclusive group of high net worth individuals. In this role, he was required to do extensive research for senior partners within the firm and develop financial plans for CEOs of various oil companies. Adam was named One of the Best Wealth Managers in Client Satisfaction by Texas monthly in 2014, 2015, 2016, 2017 and 2018*. Though if he had to choose what he considers his biggest accomplishment, he would say marrying Christa Kay. Adam currently resides in Cypress, Texas with his wife and his two children: Carson Michael, and Scarlet Kay. He loves spending time with his family and friends, enjoys a good hunting or fishing trip, traveling, and Big 12 football (though he will happily go to any sporting event). He is also active within his community and his church.

My Team

As a lifelong learner, David Lampe is continually striving to improve his knowledge through consulting with other qualified professions. He first graduated from the University of Minnesota, and then later graduated from The American College; a pioneer in financial services education for over eight decades (source). David also actively shares his knowledge as a Adjunct Professor at Lone Star College; teaching courses in financial planning to adults seeking unbiased and straightforward advice. He ...more

Erica Faircloth joined Mint Wealth Management in June 2018 as a client service associate. Her compassion and attention to detail help her excel in her role. Seeing clients pursue their financial goals, and feel less burdened and stressed by financial matters, is the driving force behind the work she does. Erica graduated from Texas Tech University with a Bachelor of Science Degree in Personal Financial Planning. In 2017, she worked with us as a summer intern, and upon her graduation, we knew we ...more

Dylan Glass joined Mint Wealth Management as an intern in the Summer of 2020. He now works as our Marketing & Communications Associate. In this role, Dylan is responsible for all marketing aspects of the firm, including newsletters, drafting press releases, maintaining the design of our website, and locating sponsorship opportunities for our Firm. He maintains our digital presence on search engines and social media accounts, develops email campaigns, connects with clients, reaches out to pro ...more

Jennifer Adams joined Mint Wealth Management in March 2021 as a Registered Client Service Associate. Her patience, kindness, and proactive thinking serve as the driving force to her vision of working to deliver personable service for clients in a timely and professional fashion. Along with the many positive attributes she brings with her every day to our firm, she also comes with 15 years of experience in financial services. Jennifer has her Series 7 registration, Series 66 registration, and i ...more

Office Hours

wiseradvisor-balck-li-img Mon. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Tue. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Wed. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Thu. 8:30 AM - 5:00 PM
wiseradvisor-balck-li-img Fri. 8:30 AM - 3:30 PM

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