Contact Us

Start the Conversation

If you've made it this far, you likely understand what we do and why it matters. The next step is a confidential conversation about how our approach applies to your specific situation.

We work exclusively with individuals and families who share our understanding that exceptional wealth requires exceptional thinking. Every relationship begins with understanding your goals, current situation, and vision for your financial future.

Email

info@sceptyr.com

Phone

(833) 865-4647

Headquarters

1904 Longmire Rd Bldg 300, Conroe, TX 77304

Business Hours

Monday - Friday: 8:00 AM - 6:00 PM EST

Schedule a Consultation

First Name *

Last Name *

Email Address *

Phone Number *

Approximate Net Worth (not including Primary Residence)

Are You An Accredited Investor? *

Primary Interest

Tell Us About Your Situation

* An Accredited Investor means that you have a net worth of $1,000,000 (not including primary residence); or for the past two years your income was $200,000 (individual), or $300,000 (couple)

Frequently Asked Questions

Common questions about our services and approach

While we don't have a strict minimum investment requirement, we typically work with individuals and families who have at least $1 million in investable assets or significant income potential. Our focus is on ambition and commitment rather than just current net worth.

Our fee structure varies based on the services provided and complexity of your situation. We believe in transparent pricing and will provide a clear fee schedule during your initial consultation. Our interests are aligned with yours through performance-based components where appropriate.

We provide comprehensive tax planning strategies as part of our wealth management services. However, we always coordinate with your existing tax professionals or can recommend qualified CPAs and tax attorneys as needed for specific tax preparation and compliance matters.

We focus on sophisticated wealth strategies typically available only to ultra-high-net-worth families, making them accessible to driven individuals with ambition and commitment. Our approach combines alternative investments, advanced tax planning, and generational wealth structuring.

We believe in regular, meaningful communication. Typically, this includes quarterly strategy reviews, annual comprehensive planning sessions, and ongoing communication as needed. We're always available for urgent matters or when market conditions warrant discussion.