Trusted U.S. Financial Advice, Strengthened by a Global Network, Skybound Wealth USA is a federally registered investment adviser (RIA) based in Houston, Texas, providing independent, fiduciary financial planning and investment management to individuals and families across the United States.Whether your finances are rooted entirely in the U.S. or connected to life abroad, we help you build a clear, confident strategy for your future.
Skybound Wealth USA is part of the Skybound WealthManagement Group, an international network of licensed financial planningfirms. With operations across the UK, Switzerland, EU, UAE, Cyprus, Mauritius,and Malaysia, our group offers global coverage with local expertise.
This international presence gives us a unique advantage when serving clients whose lives and assets span borders. Whether you’ve moved to the U.S., plan to retire abroad, or need to integrate overseas pensions or property, we can help — by drawing on trusted specialists across the Skybound network.
Our business is supported at the group level by Skybound Capital, a global investment management firm led by seasoned professionals with backgrounds in institutional finance, private equity, and global capital markets.
Skybound Capital sits on our group’s board of directors, bringing:
This partnership provides Skybound Wealth USA with institutional-grade oversight, accountability, and strategic insight — ensuring our clients benefit from a business built for the long term.
We’re guided by six core principles that shape how we serve every client:
Our commitment to finding new ways of enhancing the overall service we provide stems from a client centric approach that runs right through the heart of our company.
Every decision we make, both collectively and as individuals, always comes back to how our clients will benefit.
Taking pride in everything we do and upholding the highest standards of professionalism in every thing we do.
We empower our people to be the very best they can be, and provide our clients with the information they need to successfully achieve their personal goals.
All individuals work with the wider team to ensure the very best service is provided to all Skybound clients.
Skybound Wealth USA exists to help people move forward — with clarity, confidence, and control over their financial future. Whether your wealth is local or global, we’re here to support it with expert advice and world-class service.
You can reach us directly by calling us between the hours of 8:30am and 5pm at each of our respective offices and we will immediately assist you.
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.
