Priya Patel
CFP, CFA, CAIA · Patel Wealth Management
About Priya Patel
Priya Patel is a triple-credentialed wealth manager serving high-net-worth families and executives in the Houston metro area. With expertise in alternative investments and tax-efficient portfolio construction, she manages over $200 million in client assets. Priya's evidence-based investment philosophy has delivered consistent results through multiple market cycles.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $1,000,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Tax Planning
Minimize your tax burden with strategic planning, tax-loss harvesting, Roth conversions, and year-round tax optimization.
Why Choose Priya?
16+ Years Experience
Proven track record serving clients since 2010
3 Professional Credentials
Holds CFP, CFA, CAIA designations
71 Client Reviews
4.9/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Priya has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Priya is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Priya for over 5 years and they have consistently delivered excellent advice. Their expertise in Investment Management has saved us thousands.
Location
Houston, Texas
Map integration available on request
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Connect with Priya to discuss your financial goals. In-person or virtual meetings available.
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