Alan Wright

As a Managing Director and Wealth Advisor, Alan has helped numerous families build lasting legacies for future generations. He is passionate about developing comprehensive wealth strategies tailored to each client’s unique circumstances, which can help them preserve and grow their wealth over time. With a client-centric approach and a commitment to excellence, he delivers exceptional value to high-net-worth individuals and families seeking to optimize their financial well-being.

A graduate from Oklahoma Christian University with a bachelor of science degree in history/pre-law, Alan’s career within financial services spans more than 25 years. His vast experience within the industry taught him to approach wealth strategies with a holistic, proactive methodology.

Alan is originally from Lubbock, Texas and now resides in The Woodlands, Texas. Away from work, Alan enjoys spending time with his wife, Julie, and their two daughters. Alan also appreciates hunting, fishing and golfing.