From Our Blog

What we understand about Bitcoin

As you might imagine, we field several inquiries about Bitcoin each week. The intrigue is certainly understandable and we have been doing our own research in an … Read More

We use Twitter to share timely info

If you are a frequent user of Twitter, you may want to consider following us @ATXWealthMgmt. Twitter can be a mess and a complete waste of time. However, I … Read More

2017 Market Recap

Please follow this link to view the complete annual report in PDF format. Here are some interesting highlights from 2017: Emerging market stocks +37% vs … Read More


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What Clients
Want to Know

  • Can I afford to retire?
    If so, when?
  • How can I protect what I leave
    to my kids and grandkids?
  • Can I afford a vacation home
    or to travel?
  • We save into our 401(k),
    is that enough?
  • It feels like we are paying
    a LOT in taxes.
  • I don’t trust the stock market. I don’t know how to invest anymore.
  • I want to switch careers or retire early – is that realistic?
  • When should I
    take social security?
  • Should we be considering
    long term care insurance?
  • What can we realistically save for our kids’ college expenses?

The Wealth
Management Process

Each client’s situation is unique, and the answers to these questions vary. That is why we’ve developed a unique Wealth Management Process to pinpoint the right course of action for you and your family.

  • PHASE 1: Creating the Plan
  • PHASE 2: Taking Action
  • PHASE 3: Ongoing Services
Learn More