Skybound Wealth Management USA

Skybound Wealth Management USA

Skybound Wealth Management USA, established in 2017, is a federally registered investment adviser based in Houston, Texas. It operates within the Skybound Wealth Management Group, an international network with regulated offices in the UK, Switzerland, the EU, UAE, Cyprus, Mauritius, and Malaysia. The firm targets US individuals and families, US citizens and green card holders living abroad, and foreign nationals residing in the US — a client base whose financial arrangements rarely fit inside one country’s tax and regulatory perimeter. The firm delivers financial planning, investment management, UK pension and retirement planning, and estate and legacy planning. Its investment management approach is goals-based — portfolios are aligned to a client’s timeline and tax profile rather than benchmarked to a market index. Cross-border work is the structural spine of the practice: the firm routinely coordinates US retirement accounts with foreign pensions, multi-currency exposures, and tax treaties. The group-level affiliate Skybound Capital, staffed with professionals from institutional finance and private equity, adds oversight and strategic input to the US entity’s portfolio construction and client servicing. Skybound Wealth USA lists twelve professionals on its website, including Tom Pewtress, Kelly Van Deusen, and Jenna Cochrane, operating from its Houston headquarters and additional offices in Miami and Henderson. The firm provides quarterly reviews, continuous rebalancing, and a client-facing app for portfolio visibility. Its international DNA creates a natural pipeline for US expats and cross-border families, a demographic that often struggles to find RIAs fluent in both US and foreign financial systems. A genuine structural differentiator is the operating-company relationship with Skybound Capital, which sits on the group’s board and supplies institutional asset-management governance to a retail RIA base. That architecture gives Skybound Wealth USA a compliance and investment-review layer typically absent from standalone independent advisors — a backstop that matters when a client’s holdings span five currencies and three pension regimes.