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.
Learn More About the People Behind the Planning
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
Your Health Care & Open Enrollment
By Manisha Gupta, AWM Financial Planning Lead & Candidate for CFP® certification Early fall is open enrollment season for many health insurance plans. The health care plan you choose will have a meaningful financial impact for the next year. Choose…Read More
A Better Way to Manage Your 401(k) Account
By Matthew Pierce, CFA This month, we added a new technology platform, called FeeX, to help us better manage our clients’ employer-sponsored 401(k) accounts and other outside assets. In the coming weeks, we will begin migrating clients to this new…Read More
Investing for the Unknowable
By Matthew Pierce, CFA Yogi was right, and it’s particularly difficult when it’s your hard earned money on the line! Uncertainty never goes away, it just changes shape. It is the water we swim in as investors, so we should…Read More
View All Blog Posts
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