No sales pitch, just education
How much better would you feel about your financial situation if you had a better handle on the core concepts behind investing, budgeting, insurance, debt and taxes? You don’t need a PhD, but a 101 will make you more independent and more likely to succeed. We use illustrations and analogies to make complex concepts easier to grasp. If you are craving even more knowledge, we can take the education as far as you want. Our whiteboards are never clean.
Your advisor should be an advocate
When selecting a physician to work with, most people try to select someone that they can communicate with and trust. They want someone that can step into their shoes, assess their overall health and make recommendations that are in their best interests. Ultimately, they are looking for an advocate. When it comes to your finances, why would selecting an advisor be any different? It shouldn’t. We believe that our job is to help educate you, present you with options to help you achieve your objectives and then hold you accountable to taking action.
Accountability leads to progress
Have you ever made a New Year’s resolution, worked really hard for a few months and then scrapped the whole plan? Of course you have – we all have. It’s one of the reasons people hire a personal trainer to lose weight – accountability. We believe that once we’ve worked with you to develop a plan to reach your goals, both the advisor and client should be accountable to executing the strategy. If not, your financial plan may end up like so many treadmills that have been repurposed to hang clothes on. Accountability is the glue that helps you stay on track to achieve your most important financial objectives in life.
We Believe in the Power of Integrity and Honesty
We serve as professional educators and advocates for the financial well-being of families in Central Texas. We believe that the business of financial advice can and should be rooted deeply in the research of America’s finest institutions and delivered with the same attention and care as a Four Seasons concierge.
Your Financial World at a Glance
This is your single secured access point to your financial world. Our Wealth Management System provides both you and our team with a secure view of your financial progress. We can collaborate with you online at any time, no matter where you are. As a client of Austin Wealth Management, you have access to your entire financial world 24 hours a day and we are never out of touch.
From Our Blog
Snipping Sneaky Subscriptions
I used to be really cheap. From the time I went to college until my early 30s, I actively avoided nice things. I bought house brand groceries, almost never bought new clothes, never paid for a hotel room, rented…Read More
Your Life With Inflation
Two of my favorite topics of conversation – aliens and inflation – happened to both make it to mainstream discussion this month. I see some interesting similarities in these two mysterious subjects. There are trillions of stars. So it stands…Read More
What To Do With All That Home Equity?
Elon is here and he brought Tesla. It seems like a new celebrity or ultra-wealthy tech investor moves to Austin every week, and I hear casual Austin references in podcasts so often I barely take note anymore. This type of…Read More
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Want to Know
The Answers are Found in Our Proven Process
- Create the Plan
- Take Action
- Ongoing Maintenance
Austin Wealth Management
1301 S. Capital of TX Hwy Ste C-210
Austin, TX 78746