Discovery Point Wealth Advisors

Discovery Point Wealth Advisors A private wealth advisory practice of Ameriprise Financial Services, LLC

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🎈 Join us in wishing a very Happy Birthday to Dana! 🎉 We hope your day is as fantastic as you are and that the year ahea...
08/27/2026

🎈 Join us in wishing a very Happy Birthday to Dana! 🎉 We hope your day is as fantastic as you are and that the year ahead brings lots of success, happiness, and great memories. Enjoy your special day! 🎂🥳

08/24/2026

You never know what the value of a business is until it goes to market. Here's what he means. Legal File: 8915712

08/20/2026

If you're a business owner and can relate, let's talk: https://bit.ly/4zzitIW

Legal file: 8915712

We are proud to announce Candace McCormack has been named as an Ameriprise Private Wealth Advisor – a prestigious title...
08/12/2026

We are proud to announce Candace McCormack has been named as an Ameriprise Private Wealth Advisor – a prestigious title given to the firm’s top advisors. This recognition reflects Candace commitment to delivering excellent service and advice to their clients. Join us in congratulating Candace! https://bit.ly/4x6jxlJ

08/06/2026

Many business owners spend years chasing a gross exit number in their head. But enterprise value is just headline data. What actually funds your post-exit lifestyle is target equity valuation—the net value left after accounting for transaction costs, tax drag, debt clearance, and structural lock-ups. Two founders can sell for the exact same headline price and walk away with completely different realities.
https://bit.ly/4bw6IZf
Legal file: 8915712

🎉🎂 Happy Birthday, Sue Ellen! 🎂🎉Today we're celebrating a wonderful member of our team, Sue Ellen!Thank you for your ded...
07/26/2026

🎉🎂 Happy Birthday, Sue Ellen! 🎂🎉

Today we're celebrating a wonderful member of our team, Sue Ellen!

Thank you for your dedication, hard work, and the positive energy you bring to our team every day. Your commitment to helping others and your willingness to go above and beyond make a difference to both your colleagues and the clients we serve.

We hope your birthday is filled with joy, laughter, and time spent with the people who mean the most to you. Wishing you a fantastic year ahead filled with happiness, good health, and continued success! 🎉💙

Please join us in wishing Sue Ellen a very happy birthday! 🎂🎈🥳

07/23/2026

Most traditional wealth frameworks were built for high earners with liquid portfolios and predictable W-2s. But business owners live in a completely different financial reality.

Legal File Number: 8915712

🎉 Please join us in welcoming Brittany Hill to the Discovery Point Wealth Advisors team! 🎉We are excited to have Brittan...
07/16/2026

🎉 Please join us in welcoming Brittany Hill to the Discovery Point Wealth Advisors team! 🎉

We are excited to have Brittany on board as part of our client service and operations team. With 14 years of experience in the financial services industry, Brittany brings extensive knowledge, and a passion for delivering exceptional client service.

Brittany joins our client service and operations team, where she plays an important role in supporting our clients and helping ensure that requests, transactions, and follow-up items are handled accurately, efficiently, and with care. Her attention to detail, exceptional organizational skills, and commitment to outstanding service make her a tremendous addition to our practice.

We're thrilled to have Brittany with us and look forward to the positive impact she will make for our clients and our practice.

💙 Please join us in giving Brittany a warm welcome!

🎆 🗽Happy 4th of July from our team! This year, we proudly celebrate 250 years of independence! A milestone that honors o...
07/04/2026

🎆 🗽Happy 4th of July from our team!

This year, we proudly celebrate 250 years of independence! A milestone that honors our nation’s history, resilience, and enduring spirit.

We’re grateful for the trust of our clients, partners, and community who make our work so meaningful. Wishing you a safe and joyful holiday filled with celebration, family, and fireworks! ❤️🤍💙

Happy Father’s Day to all the amazing dads out there! 💙Thank you for your strength, your guidance, and the endless love ...
06/21/2026

Happy Father’s Day to all the amazing dads out there! 💙

Thank you for your strength, your guidance, and the endless love you give every day. Whether you’re a dad, stepdad, grandfather, or father figure... today we celebrate YOU.

Your wisdom shapes lives, your support builds confidence, and your love makes all the difference.

Enjoy your day... you deserve it!

Address

1300 Hercules Avenue Suite 205
Houston, TX
77058

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+12812122722

Website

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