Your legacy. Our experience.
Growing wealth is one thing. Keeping it is another. Pentangle Wealth brings your investments, retirement, estate planning, tax strategy and insurance under one roof. We have 55+ years of combined experience and over $192 million in assets under management (AUM). You can preserve what you've built and plan for what's next with confidence.
The advisors of Pentangle Wealth collectively manage brokerage and advisory assets with total AUM as of 9/29/2026.
Built on Service. Respected Over 30 Years.
Before Dean Elliott ever sat down with a client, he served in the U.S. Marine Corps from 1990 to 1994, including a deployment to Southwest Asia. He took that same discipline and sense of duty into financial services. More than 30 years later, he leads Pentangle Wealth, a Lake Jackson firm serving more than 300 families across the country.
Dean holds the CPFA® designation (Certified Plan Fiduciary Advisor) and has been named a Five Star Wealth Manager every year since 2013. The firm was also voted The Facts Readers' Choice winner for 2025 & 2026.
His approach is simple: know each family, plan for the whole picture, and stay with them for the long haul.
