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1235 North Loop West, Suite 915, Houston, TX 77008

(832) 756-2142
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Do your assets bring you joy?

Do your assets bring you joy?

Whether you’re a first-time investor, reimagining your retirement, or anything in between, you need a financial professional in your corner. It’s my mission to coordinate all aspects of your financial picture to get you guidance and insights.

Our Process

A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner.

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Our Philosophy

Copper Mountain Capital is a money management and financial planning organization. Our mission is to understand our clients’ goals, financial or otherwise, and design a plan and strategy that gives them the best opportunity of achieving them.

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Meet the Team

Caitlin Reynolds

Caitlin Reynolds

Owner/President

(832) 756-2142

Jeannette Muecke

Jeannette Muecke

Administrative Assistant

832-756-2142

Who I Serve

Helping investors from every background

Retirement

Retirement

Create goals, and stick to them!

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Multi Generation Families

Multi Generation Families

Supporting families across generation

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Working Professionals

Working Professionals

Make your money work for you

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Your Money. My Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals? If it’s been a while, it may be time for some great advice from a trusted source.

Whether you’re a first-time investor, wealth-builder, retirement-seeker, or beyond, I’m here for you. I’m proud of the people I’ve helped and hope to count you among them.

Asset Management

Keep your money working for you

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Retirement

Make goals and keep them on track

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Financial Advice

Goal-setting, cash flow, and risk management

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Estate Strategy

Blueprints for every phase of life

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Get your financial journey started today.

My first priority is helping you take care of yourself and your family. I want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

Let’s talk.

I’d love to learn more about you and your financial goals. My form is the best way to schedule a complimentary introductory call.

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