Holdfast Wealth Management

Financial Advisor Austin

  • HOME
  • ABOUT
    • BIOGRAPHY
    • PHILOSOPHY
    • PROCESS
  • SERVICES
    • INVESTMENTS
    • RETIREMENT PLANNING
    • MANAGING YOUR FINANCES
    • ASSET ALLOCATION
    • CHARITABLE GIVING
  • RESOURCES
    • USEFUL WEBSITES
    • FINANCIAL CALCULATORS
    • VIDEO LIBRARY
    • ARTICLES/REPRINTS
      • WSJ Guide to the New World of Taxes – 2019 Update
      • WSJ Guide to the New World of Taxes
  • CLIENTS
    • CLIENT PORTAL
    • SCHWAB PORTAL
    • SCHEDULE A CALL
  • BLOG
    • ARTICLES
    • TITLES
  • CONTACT

The Daily Choices of Financial Freedom

November 16, 2015 By John Dapper

If given the choice, most people would choose financial freedom over financial servitude. Who doesn’t want to be financially independent where their money is working for them as opposed to them Continue Reading

Year-End Tax Planning Begins Now

November 9, 2015 By John Dapper

With the holiday season looming, it’s not too soon to do your year-end tax planning. One of the consequences of achieving financial success is that, what was once a relatively straightforward tax Continue Reading

Determining Your Risk Tolerance

November 2, 2015 By John Dapper

Continue Reading

Why Women Make Better Investors than Men

September 23, 2015 By John Dapper

When it comes to admitting that women are better at certain things, men have a difficult time conceding any degree of supremacy. One of the more contentious debates in the gender stakes is over which Continue Reading

« Previous Page
Next Page »

Holdfast Wealth Management works as your fee-only personal advisor, offering a wide range of consulting services such as retirement planning, investment and wealth management, and holistic financial plans. We proudly serve clients in Austin, Texas and the surrounding communities.


3711 Greystone Drive, Austin, Texas 78731
512.693.8384 |

Sitemap

Legal, privacy, copyright and trademark information

Copyright © 2025 Holdfast Wealth Management. All rights reserved.