Skybound Wealth Management USA - Independent & Professional Lifestyle Financial Planning Advice

Personalized Financial Advice. Backed by Global Expertise.

Skybound Wealth USA is a federally registered investment adviser (RIA) based in Houston, Texas, providing independent, fiduciary-level financial planning and investment management to individuals and families across the United States - and to U.S.-connected clients worldwide.

As part of the Skybound Wealth Management Group, with regulated offices across the U.K., Europe, Switzerland, and the UAE, we combine local insight with international reach.

Whether your life is firmly rooted in the U.S. or includes assets, work, or family abroad, our team brings every piece of your financial world together under one clear, cohesive strategy.

Lifestyle Financial Planning

At Skybound, financial planning isn’t just about accounts and investments - it’s about the life you’re building. We take a holistic view of your finances, aligning every decision with your goals, priorities, and personal circumstances.

Life rarely happens in a straight line. Careers shift, families grow, opportunities arise, and major decisions - from retirement to relocation - deserve more than a one-off calculation. Lifestyle Financial Planning brings all of this together, helping you understand how each part of your financial picture impacts the others.

For some clients, that means navigating employer plans, retirement accounts, and investment portfolios in the U.S. For others, it includes coordinating cross-border considerations and ensuring multiple financial systems work as one.

Our role is simple: to understand your life, streamline the moving pieces, and build a plan that supports your future with clarity and confidence.

About Us

Who We Help

Supporting Individuals and Families at Every Stage of Life

Whether your financial life is rooted in the U.S. or spans multiple countries, we help bring clarity, structure, and long-term confidence to your planning.

U.S. Individuals & Families
Build, protect, and grow your wealth with a clear, goals-based plan tailored to life in the United States.
U.S. Citizens & Green Card Holders Living Abroad
Stay coordinated, compliant, and financially organised across borders.
Foreign Nationals & Global Professionals Living in the U.S.
Integrate international assets, pensions, and tax considerations into one cohesive U.S.-based plan.

How We can Help

Whether you’re growing, protecting, or passing on your wealth, we focus on clarity and control - bringing every part of your financial life together.

Comprehensive Financial Planning

Most people collect accounts — not plans. We bring structure to your finances, connect your goals to real numbers, and give you confidence in where you’re headed.

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Investment Management

Your portfolio should reflect your life, not the latest market trend. We align your investments with your goals, timeline, and tax profile — keeping discipline and clarity at the core.

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International Financial Planning

If life or work takes you beyond one country, your plan needs to move with you. Our cross-border expertise keeps you compliant, tax-efficient, and globally connected.

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UK Pension & Retirement Planning

If you’ve lived or worked in the U.K., that pension is still part of your story. We help you track it, understand its value, and integrate it into your U.S. retirement strategy.

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Estate & Legacy Planning

Estate and legacy planning isn’t just about documents — it’s about peace of mind. We structure your estate to pass smoothly, tax-efficiently, and in line with your wishes.

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Tax Optimization Strategies

Smart tax planning is central to good financial management. We coordinate with your CPA to ensure your savings, investments, and withdrawals work together to minimize tax drag.

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A Clear Path from Conversation to Confidence

Our US registered financial planners always take a long-term view. As your investment partner we are here to guide you through things like market volatility and political uncertainty on your way to achieving your investment goals.

Discovery Call

We start with an open conversation to understand your goals and challenges.

Planning Session

Your dedicated adviser builds a personalized plan around your finances and priorities.

Implementation

Once you’re comfortable, we put your plan into action and align your investments.

Ongoing Review

As your life evolves, so does your plan - with regular reviews and proactive updates.

Our Pillars of Partnership

Pillar 1:

Fiduciary First

Acting in your best interest - always.

Pillar 2:

Global Perspective

Understanding cross-border complexities that others miss.

Pillar 3:

Personal Relationships

Because great planning starts with great conversations.

Pillar 4:

Long-Term Focus

Building trust and clarity that last through every stage of life.

Learn, Plan, and Stay Ahead

Explore practical insights and up-to-date guidance on living, investing, and planning across borders.

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Investment Review

ISAs, Premium Bonds & UK Savings: Are They Still Tax-Free in the U.S.?

Learn how ISAs, Premium Bonds and UK savings accounts are taxed in the U.S., and what British expats should do to stay compliant.

November 22, 2025

Investment Review

The High Cost of Indian Weddings Abroad: Planning, Budgeting, and Cultural Expectations

Indian wedding costs in the U.S. can be high. Learn how to budget, manage transfers from India, handle tax rules, and protect long-term financial goals.

November 19, 2025