Wealth Enhancement, a national independent wealth management firm with more than 188 offices and $158.5 billion in total client assets following the transaction, has acquired Trippon Wealth Management Group and its affiliated tax practice, J.M. Trippon & Company PC CPAs, both based in Houston, Texas. The acquisition closed July 15, 2026. Trippon Wealth Management was advised by Williams Private Wealth Advisory and Consulting.
The combined Trippon team consists of four advisors, eight tax professionals, and eight support staff managing more than $299 million in client assets. James Trippon, CPA, who founded the wealth management practice in 2005 and the associated CPA firm in 1988, will continue leading the team within the Wealth Enhancement platform.
The acquisition is notable for the integrated model it brings to the deal. Trippon Wealth Management Group has built its practice specifically around the combination of investment management and proactive tax planning — coordinating portfolio management, retirement income planning, estate planning, and advanced tax strategies for high-net-worth families, business owners, and professionals with complex financial situations. That integration with J.M. Trippon & Company PC CPAs — a separately established CPA firm with nearly four decades of history — gives the practice a more deeply unified approach to tax-aware financial advice than most RIA-only firms can offer. The team has particular experience serving clients in the energy, healthcare, and quick-service restaurant industries, sectors that are significant in the Houston market.
For Wealth Enhancement, the acquisition advances its presence in Houston, which the firm described as one of the nation’s largest and fastest-growing metropolitan areas and an important strategic growth market.
KEY QUOTES:
“Taxes can have a significant impact on a family’s long-term financial picture, but too often they’re addressed separately from the rest of a client’s financial plan. James Trippon and his team have built a practice that brings those conversations together, helping clients make more informed decisions. That’s the kind of comprehensive advice we want to continue building at Wealth Enhancement, and we’re excited to welcome a team that shares that approach.”
Jeff Dekko, Chief Executive Officer, Wealth Enhancement
“Partnering with Wealth Enhancement is a tremendous opportunity to continue delivering outstanding service to our clients while joining a platform that will help us grow in ways that benefit our clients and all of our stakeholders for years to come.”
James Trippon, Founder and President, Trippon Wealth Management Group
“As one of the nation’s largest and fastest-growing metropolitan areas, Houston remains an important growth market for Wealth Enhancement. James and his team strengthen both our presence in the region and ability to serve clients seeking more tax-aware financial advice.”
Jim Cahn, Chief Strategy Officer, Wealth Enhancement
