About
SMS provides practical, effective, and personalized wealth management solutions to high-net-worth individuals and families. Our clients include include business owners, corporate executives, attorneys, as well as medical and dental professionals. While many of our clients are high-achieving professionals dedicated to their careers, ensuring their family is well cared for is their highest priority. Giving back to the community is also very important to them in that they are highly active in philanthropic endeavors.
Position in the VCSift Database
- • 33,888 investors in VCSift focus on the fintech sector.
- • 5 investors are based in Bellaire, Texas, United States.
Data sourced from 410,343 investor profiles. Updated July 2026.
Investment Focus
- Sectors
- fintech
- Location
- Bellaire, US
Contact Information
linkedin.com/in/••••••••
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