Skybound Wealth Usa
At Skybound Wealth USA, we help individuals and families bring order, clarity, and confidence to their financial lives. Based in Houston, Texas, and registered with the U.S. Securities and Exchange Commission, we provide fiduciary financial planning and investment management built around real lives, not generic models. From long-term investing and retirement planning to tax-aware strategies and estate considerations, our advice is practical, personal, and designed to hold up over time. We are part of the Skybound Wealth Management Group, a global network of regulated advisory firms operating across the UK, Switzerland, the EU, the UAE, and beyond. That global reach matters for clients whose wealth does not sit neatly in one country. Whether you have overseas assets, pensions, or future plans abroad, your financial strategy should reflect the full picture. Our work is supported by Skybound Capital, the group’s institutional investment arm, bringing governance, discipline, and long-term thinking shaped by global markets. It strengthens how we manage portfolios and ensures accountability at every level. We believe good advice is clear, considered, and built around what actually matters to you, your goals, your family, and your future. No noise. No shortcuts. Just advice you can rely on as life evolves. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No.
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Decision-makers and verified team members
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Jack Lamb
Senior Investment Advisor · General Business & Management
EmailPhone - MA
Michael A. Jordan
Regional Manager Usa & Senior Financial Planner · Other
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Kumar Patel
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- 1regional manager usa & senior financial planner
- 1senior investment advisor
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