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.
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.
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.
Build, protect, and grow your wealth with a clear, goals-based plan tailored to life in the United States.
Stay coordinated, compliant, and financially organised across borders.
Integrate international assets, pensions, and tax considerations into one cohesive U.S.-based plan.
Whether you’re growing, protecting, or passing on your wealth, we focus on clarity and control - bringing every part of your financial life together.
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.
Talk To An Adviser
We start with an open conversation to understand your goals and challenges.
Your dedicated adviser builds a personalized plan around your finances and priorities.
Once you’re comfortable, we put your plan into action and align your investments.
As your life evolves, so does your plan - with regular reviews and proactive updates.
Acting in your best interest - always.
Understanding cross-border complexities that others miss.
Because great planning starts with great conversations.
Building trust and clarity that last through every stage of life.
Explore practical insights and up-to-date guidance on living, investing, and planning across borders.
Quarterly reviews, ongoing rebalancing, regular portfolio factsheets — we’re with you for the long haul, adjusting your plan as life evolves.
Manage your investments 24/7 with the Skybound Wealth App offering real-time portfolio views, performance summaries, and seamless adviser access.
We’re available Monday to Friday, 8:00am to 5pm, by phone or email.
Copyright © 2021. Skybound Wealth Management USA, LLC. All rights reserved. Skybound Wealth Management USA, LLC is registered with the SEC: CRD 313358. SEC No. 801-121157.
Check the background of this firm on the Investment Adviser Public Disclosure page.
