Mint Wealth Management
If you like Amazon and other technology firms that make the complex seem simple, you will love working with us. We are proud of the financial planning concepts we have provided our clients. We combine our financial plans with risk-adjusted and tax managed investment strategies that allow our clients to take comfort in the technology we offer to help deliver financial peace of mind for decades to come. We have hundreds of families with an average combined investment accounts of 1 million dollars from 55% of the top 50 largest public corporations in Texas and maintain a 98% retention rate of clients year after year. Mint Wealth Management has a mission to be the best wealth management partner a discriminating investor can work with in overseeing his or her financial future. To this end we are committed to providing professional financial planning and access to professional investment management. Our philosophy is to preserve and enhance wealth over time. This means taking into consideration all financial planning aspects combined with investment risks and opportunities as well as the erosion of inflation.
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Verified contacts
14
available on Kipplo
LinkedIn employees
15
11 to 50 range
Open roles
—
no listings
Distinct roles
12
indexed titles
Tech stack
1
tools in use
Monthly traffic
288
organic / mo
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Decision-makers and verified team members
14 contacts with verified email or phone · masked until revealed.
- PR
Pratik Rathore
Marketing Executive · Advertising & Marketing
EmailPhone - CL
Christa Lampe
Director of Administration and Operations · Operations
EmailPhone - SD
Suzanne David
Office Manager · Operations
EmailPhone - EF
Erica Faircloth
Client Service Associate · Customer/Client Service
EmailPhone - AL
Adam Lampe
CEO & Co-founder · Other
EmailPhone
Showing 5 of 14 verified contacts
Top roles at Mint Wealth Management
12 distinct titles indexed · top 10 shown.
- 2business development executive
- 2marketing executive
- 1business development intern
- 1business principal
- 1ceo & co-founder
- 1client service associate
- 1director of administration and operations
- 1director of client management
- 1executive
- 1office manager
- +2more titles
Sign up to unlock all 14 contacts at Mint Wealth Management
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