Adam Lampe is the CEO and Co-Founder of Mint Wealth Management, a firm dedicated to providing holistic wealth advice to families in Greater Houston and across the United States. Founded in 1976, Mint Wealth Management takes pride in its earned reputation for offering a truly objective, honest and realistic wealth management approach. Learn more at mintwm.com.
For over 18 years, Adam Lampe has helped high-net-worth individuals, affluent families, foundations and institutions work toward their financial goals through holistic financial planning. Adam is the CEO & Co-Founder of Mint Wealth Management, which he formed with his father in 2005. Mint Wealth Management provides client-centered, holistic wealth strategies to help clients meet their individual goals so they can spend more time in retirement.
In 2021, Adam was recognized among ThinkAdvisor’s LUMINARIES in Executive Leadership. He is an expert advisor who specializes in retirement planning, investment strategies and tax planning. Adam is passionate about helping his clients fulfill their retirement goals so they can live the life they desire, sooner.
Alongside his extensive work serving clients, Adam also teaches retirement planning courses through Lone Star College and Prairie View A&M University satellite campuses around Houston.
Introduction | Can you provide an introduction to Mint Wealth Management? Footprint, # of advisors, AUMs
Services | What services do you provide? What is your holistic wealth advice?
Milestones | Can you share some of the important milestones since the launch of Mint Wealth Management in 2005? What role did your father play?
Team | Who are the other members of the team?
Community | What role do you play in the community? Ie. 2020 Community Inspiration Award for Helping a Hero…
Growth |Can you share the growth plans for Mint Wealth Management
Favorite Quote | What is your favorite quote?
Connect with Adam on LinkedIn
Mint Wealth Management has a mission to be the best wealth management partner a discriminating investor can work with in overseeing his or her financial future. To this end we are committed to providing professional financial planning and access to professional investment management. Our philosophy is to preserve and enhance wealth over time. This means taking into consideration all financial planning aspects combined with investment risks and opportunities as well as the erosion of inflation.