Significant wealth creates additional complexity, requiring the proper investments.

Welcome to Icon Wealth Partners, an independent investment advisory and wealth management firm located in Houston, TX. We work with a select group of individuals and families to manage the complexities of significant wealth creation and generational wealth transfers.

Unlock curated investment opportunities and personalized wealth strategies with our experienced team. Get the service and attention you deserve to realize your wealth's full potential.

Icon Wealth Partners

Mark B. McAdams

This department focuses on managing client relationships and executing marketing strategies to enhance client engagement and satisfaction.

Marketing and Client Relations

This department provides financial planning and investment strategies to help clients grow and manage their wealth.

Wealth Management

This department steers the organization's strategic direction and overall management.

Executive Leadership

This department oversees operational efficiency and strategic planning for investments within the organization.

Icon Wealth Partners

Org chart

Teams

Marketing and Client Relations

Wealth Management

Executive Leadership

Operations and Planning

Offices

Icon Wealth Partners

Org chart

Teams

Marketing and Client Relations

Wealth Management

Executive Leadership

Operations and Planning

Offices

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