Austin Wealth Management for Tax-Smart Retirements

A Plan That Fits How Austin Lives and Works

From West Lake Hills and Tarrytown to Zilker, Mueller, Round Rock, Cedar Park, and Lakeway, we help you align investments and taxes with the life you’re building in Central Texas. Our Austin wealth management approach integrates portfolio design, withdrawal order, and benefit timing with coordinated CPA input.

Services for Austin Retirees and New Texans

We focus on after-tax returns and practical income strategies, including RSUs and stock compensation considerations common across the Austin tech corridor and the Domain area. We’ll also review estate planning for retirees to keep beneficiaries and documents current.

In-Person on Your Schedule, Virtual When You Prefer

Meet near downtown, South Congress, or in the northwest corridor; or choose video reviews when traffic on MoPac or I-35 makes online easier. We keep documents organized and coordinate with your CPA and attorney.

Austin Office

8303 North Mopac Expressway, Suite A-120

Austin, TX 78759


Phone: 512-671-7711

 Why Fee-Only and Fiduciary Matters in Texas

Clear pricing and aligned advice. Our AUM-only fees and no-commission structure sit alongside CPA collaboration so conversions, capital gains, and Medicare IRMAA are reviewed across years—not just one filing season.

For Founders and Retiring Business Owners

We help transition sale proceeds or concentrated equity into a diversified plan with basis and lot strategy, staged diversification, and liquidity for estimated tax payments—so your next chapter starts on solid footing.

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Austin Retirement and Investment Planning FAQs

  • Do you work with clients who moved to Texas recently?

    Yes. We review multi-state tax considerations, reset withholding/estimates, and align your plan with Texas rules.

  • Can you advise around RSUs and stock options?

    We coordinate with your CPA on exercise timing, cash-flow for taxes, and diversification once shares settle.

  • Is in-person required?

    No. Many clients prefer virtual, with occasional meetings near downtown or the northwest tech corridor.

  • How long is onboarding?

    Most families complete discovery to implementation within two to four weeks, depending on account transfers.

  • Will you coordinate with my estate attorney?

    Yes. We align beneficiary forms, titling, and documents with your broader plan.