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FinGroup Team

5599 San Felipe, Suite 900

Houston

,

TX

77056

fingroup-info@wealthenhancement.com
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About FinGroup Team

About the FinGroup Team

The FinGroup Team, based in Houston, has been providing comprehensive wealth management services to clients across the United States for nearly three decades. Our team’s mission is to help our clients achieve and maintain financial independence, unaffected by the unexpected! We aim to serve you with comprehensive investment management, financial planning, and tax services*, whether you’re a doctor, dentist, corporate executive, entrepreneur, single or dual wage-earning household, raising a family, widowed, or divorced. We aim to deeply understand our clients’ lives, understanding their short and long-term goals and objectives, focusing on financial planning, investment management, tax planning and compliance, and family office services. Our team is here to assist you with your wealth management goals, from retirement planning to college education planning to wealth transfer and tax planning. Let us know how we can help!

*Tax preparation services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group® Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor and affiliate of Wealth Enhancement Group®.

Advisors, Team Leaders, and Specialists

Richard Alphonso

AEP®, CPA/PFS, JD, M.S.T., CGMA®
Senior Vice President, Financial Advisor

Darryl Nelson

Senior Vice President, Financial Advisor

Steven Estrin

MBA
Senior Vice President, Financial Advisor

Steven Rife

CFA®, CFP®
Senior Vice President, Financial Advisor

Nathan Bowen

AEP®, CFP®, MS
Senior Vice President, Financial Advisor

Thomas Sartor

MS, CFA®
Senior Vice President, Financial Advisor & Portfolio Manager

Juan Martinez

CFP®, CPA
Tax Practice Manager

Chris Kolenda

CPA, J.D., MBA
Senior Tax Advisor

Natasha McDaniel

EA
Senior Tax Advisor

Rachel Romero

CFP®, MS
Financial Planner

Renee Alphonso

MS
Associate Financial Planner

John Croy

CFP®
Associate Financial Planner

Chris Puckett

MS
Associate Portfolio Manager

Lynnette Okwuonu

CPA/PFS, CGMA®
Director of Advisor Services

Laura Hellinghausen

Tax Advisor

Client Service Team

Rosa Chavez

Administrative Assistant

Nicolas Garrett

Client Service Manager

Michel Gonzalez Padilla

Senior Client Service Associate

Rachel Krause

Senior Client Service Associate

Daniel Perkins

Client Service Associate

Resources from our team

Topic
Topic
Newsroom

Wealth Enhancement Group Announces the Addition of The Financial Advisory Group, LLC, an Independent RIA with Over $1.22 Billion in Client Assets

Wealth Enhancement Group, a national independent wealth management firm with over $81.5 billion in client assets, announced that it will join forces with The Financial Advisory Group, LLC, an independent RIA in Houston, Texas. The team of seven financial advisors and 14 support team members manages over $1.22 billion in client assets and is led by founder, Richard J. Alphonso, J.D., CPA/PFS, M.S.T., AEP.
3/1/2024
PDF

Q4 2023 Review of the Markets

Stock and bond markets finished 2023 in an impressive fashion. The S&P 500 increased 11.7% in the fourth quarter, finishing the year up 26.3%. Smaller capitalization stocks as measured by the Russell 2000 increased 14% for the quarter, gaining ground on large cap stocks, but finishing the year at a lower return of 16.9%.
1/1/2024
PDF

Q3 2023 Review of the Markets

The third quarter of 2023 was bumpy for most asset classes. U.S. stocks were among the worst performers, with the S&P 500 falling 3.3% and smaller capitalization stocks generally down more. On a year-to-date basis, however, large cap U.S. stocks remain among the best performing asset classes, with the S&P 500 up 13%.
10/1/2023
PDF

Q1 2023 Review of the Markets

A key development during the first quarter was the failure of several large U.S. banks, including Silicon Valley Bank (SVB) and Signature Bank, and the subsequent scrutiny on the U.S. banking system. In addition to the bank failures in the U.S., UBS agreed to purchase Credit Suisse, furthering concerns over the banking system. Ultimately, the U.S. saw the second and third largest bank failures in the country’s history.
4/1/2023

Team locations

Houston - San Felipe, TX
5599 San Felipe, Suite 900, Houston, Texas, 77056
(713) 627-7660
details

Current Clients

Contact this team via email or phone at the top of the page.

Contact This Team

Your complimentary consultation

During your no-obligation meeting, you will:

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Get a second opinion on your financial situation

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Be matched with a Wealth Enhancement advisor

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Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Schedule an initial consultation

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Barron’s: Awarded on 9/12/2025 (Mega RIA) for 6/30/24-6/30/25. Paid for logo use. Forbes: Awarded 10/1/25 for 3/31/24-3/31/25. Paid for logo use. USA Today: Awarded 4/23/25 for the five-year period ending January 2025. Paid for logo use.