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Phone: 281.616.5935

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Hours

Mon–Thurs, 8:00 am–5:00 pm
Fri, 8:00 am–4:30 pm

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Individuals & Families

Whether you want wealth planning and portfolio management, help with family governance and philanthropic strategies or something different, our financial advisors are ready to help.

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Dream Ridge Capital Group Limited
The Woodlands

Dream Ridge Capital Group Limited’s office in The Woodlands, TX, provides wealth management services to families across Texas, with with an emphasis on long-term financial planning including charitable giving and estate planning.

Our Team

Preston Baird

Senior Associate | Relationship Management

Austin Douglas

Senior Associate | Relationship Management

Arleth Herrera

Associate II | Relationship Management

Brian Jones

Financial Advisor | Relationship Management

Taylor Parker

Principal

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Our team’s dedication is our greatest strength. We have built a talented, hardworking team that is deeply committed to our clients’ success.
Fielding Miller

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From best practices and market insights to financial planning strategies, our team is sharing must-know information for every client type.