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985 South Lamar Street, Dallas, TX 75202, United States
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The information on this site is general in nature and does not take into account any individual's financial goals, circumstances or constraints. Our services are offered only in jurisdictions where we are permitted to operate.
1. What you should know about investing
Investing involves risk, including the possible loss of principal. Diversification and asset allocation do not guarantee a profit or protect against loss. Past performance is no guarantee of future results.
The client figures and assets under management shown on this website reflect our client base as of 10/5/2026: 210,000 clients and $3.2 billion in client assets.
2. This is not tax or legal guidance
We do not provide tax advice or legal counsel. Questions about how a transaction, investment or planning strategy affects your personal tax situation or your estate should be directed to your accountant or attorney.
3. Requesting information does not establish a relationship
Filling out our request form to ask about our services is free. Submitting the form does not create a client relationship or obligate you in any way.
Legal Disclosures · Corient Wealth Management, Inc. · 985 South Lamar Street, Dallas, TX 75202, United States ·