Holdfast Wealth Management

Financial Advisor Austin

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Why You Should Prioritize Retirement Savings over College Savings

July 14, 2015 By John Dapper

Young families with an eye to the future are faced with a daunting choice – to save earnestly for a secure retirement or to save for their children’s education. Can you do both? Certainly it is Continue Reading

Home Equity Loan Vs Home Equity Line of Credit – Which is Right for You

July 7, 2015 By John Dapper

With home values finally recovering from their steep declines of the last half decade, and interest rates still hovering around their historic lows, homeowners are, once again, looking to their home Continue Reading

Choose Your Social Security Age with Care – It Could Cost you a Bundle

June 30, 2015 By John Dapper

With more than 10,000 Baby Boomers crossing the retirement threshold every day, the Social Security check writing machine has kicked into overdrive. Following a tumultuous decade in which pre-retirees Continue Reading

Determining Your Risk Tolerance

June 23, 2015 By John Dapper

Perhaps the most important factor in formulating your investment plan is your risk tolerance; that is, the amount of risk you’re willing to assume in order to achieve your most important Continue Reading

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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 |

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