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Steward Wealth for your Family's Journey

Intentional families rely on us for concierge wealth advisory services.

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Who We Serve


Intentional Families of Business Leaders


Women


Newly Responsible Stewards


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Value


Are you looking for more than just an "investment manager"?

Our clients typically want a thoughtful partner who can help with the following:


Convenience

  • Simplify the complex
  • Build and execute practical action plans
  • Coordinate other professional advisors

Family Unity

  • All family members feel heard
  • Prepare your spouse, children, and grandchildren to be wise stewards
  • Create unity around values and finances

Expertise

  • Protect what you have earned or received
  • Reduce your lifetime tax bill
  • And yes...tailored capital management 

Are these what you want for your family? If so, let's visit. 

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Our Approach

We guide families through 3 phases to make progress on their priorities.


1

Discovery

           

We seek to understand you first. 

Then, we learn about your complete financial picture: assets, liabilities, risks, and opportunities.

2

Design

           

Together, we design a practical action plan to help you make progress toward your goals. 

Then, we partner with you to implement your desires. 

3

Develop

           

We tailor our services over time to grow both your wealth and your family's ability to steward it with personalized family education and development.


Do you have an expert partner in these areas? If not, let's visit.

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Who We Are


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Thoughtful and Intentional

We listen, provide a safe place to explore confidential topics together, provide observations and analysis, and implement client wishes. We help families ask the right questions, understand their options and feel good about the decisions they make. When we do not have expertise in an area, we coordinate with professionals that do.

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Fee-only fiduciaries

As fiduciaries, we are required to place our client’s interests above our own in all we do. We are fee-only, which means that we will never accept any form of compensation from anyone other than our clients. This alignment with our client families helps us avoid conflicts of interest.

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Comprehensive

Our primary measure of success is not the number families we serve or the revenue we generate but rather the meaningful impact we create for and through the families we serve. We expect to serve each client family for generations. We know that a family's multi-generational needs and wishes will change over time, so we tailor our services for each family to where they are today.

Rodney James, CFP®, CTFA Photo Rodney James, CFP®, CTFA Hover Photo

Rodney James, CFP®, CTFA

Founder & Advisor
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Rodney James, CFP®, CTFA

Founder and Family wealth Advisor


Prior to Vineyard Family Wealth, I spent 12 years in various wealth management roles, mostly analytical. The majority of that time was spent with an independent trust company serving some of the wealthiest families in the country first as an Analyst and then as a Family Advisor. In addition to my love for serving families, I also enjoy investing in the future leaders of our profession. Vineyard Family Wealth is a place where aspiring financial planners can come to learn, mature and develop a love for client families and a heart for servant leadership.

After earning a B.A. in Speech Communication from Texas A&M University, I completed the Certified Financial Planner® program at Rice University. I also completed the Advanced Trust School at Southern Methodist University. I am a Certified Trust and Fiduciary Advisor, which is the industry standard for Trust Administrators.

The most advanced program for institutional investment managers is the Chartered Financial Analyst program, and I have passed the Level 1 exam. Being an Enrolled Agent with the Internal Revenue Service helps me understand how a family's decisions impact their tax return and tax bill. I am also licensed to practice before the U.S. Tax Court.

The thousands of hours I have invested and continue to invest in learning equip me with a wide range of technical knowledge so that client families can rest assured that our guidance really is comprehensive and in their best interest.

I grew up in the northern suburbs of Houston as a third generation Houstonian. I have been actively involved in community development projects around the city and with Houston’s First Baptist Church, where I met my beautiful bride, Jennifer. We are both avid readers, so it's no surprise that I proposed to Jennifer in one of our favorite places, our church library. When I was younger, I enjoyed marathons and triathlons, but now Jennifer and I enjoy the outdoor adventures of walking, hiking and backyard gardening.


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Jessica Contreras

Operations Associate
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Jessica Contreras

Operations Associate


Jessica  graduated from California State University in 2014. After graduation, she and her husband moved to Arizona where she worked as an Emergency Dispatcher for the local Police Department. Her time there sharpened her communication skills and enhanced her ability to prioritize and process incoming tasks and projects. After realizing that the snow wasn’t for them, they finally moved to the great state of Texas. Jessica has been serving the operational needs of our clients since the very beginning.

When she isn’t working, Jessica enjoys being a new mom to a precious baby girl and spending time with her family. We are grateful to have her on our team.
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Jessica Riner

Operations Associate
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Jessica Riner

Operations Associate


Jessica provides deep expertise in serving client families. After graduating with a Master's Degree in Educational Technology, Jessica spent six years educating small business owners around the country how to leverage digital marketing and operations.

After the birth of her son, Chase, Jessica began working from home as a Vice President of a document conversion company where she learned the intimate technical details that are critical for large scale data management.

Jessica has been partnering with Vineyard Family Wealth since the beginning and brings nearly two decades of experience serving client families to our team. Jessica provides the operational expertise and diligence needed to consistently meet client needs. We are grateful to have her on our team. 


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