Archetype Wealth Partners is a Houston-based Registered Investment Adviser (RIA) that functions as a multi-family office. The firm acts as a personal CFO for a select group of high-net-worth families, offering comprehensive and integrated services including investment management, financial planning, estate and tax planning coordination, and philanthropic advising. Their business model is built on a fiduciary standard, utilizing an open architecture platform to provide objective advice and focusing on maximizing net-of-fee, after-tax returns for their clients.

Founded in

United States