Holdfast Wealth Management

Financial Advisor Austin

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8 Tips for First Time Homebuyers

July 9, 2019 By John Dapper

Purchasing your first home is an exciting step in your life, but it can also be overwhelming. That’s why in this blog article we’re going to touch on some key considerations and offer tips for Continue Reading

Why you need both disability and life insurance

May 14, 2019 By John Dapper

No one wants to think about the possibility of suffering a disability or disabling condition. It’s natural to think ‘it won’t happen to me,’ but the truth is that conditions limiting the ability to Continue Reading

Five Tax-Saving Tips for Parents

April 8, 2019 By John Dapper

Preparing your taxes can be stressful enough as it is, without having to keep up with changes to the tax code and the almost endless year-end considerations. Here at Holdfast Wealth Management, we Continue Reading

Combining the QBI & S Corporation Election: The Best of Both Worlds

March 5, 2019 By John Dapper

Today, we’ll continue our exploration of tax-related questions, this time looking at the intersection of several important, but confusing, topics:  how to best take advantage of the Qualified Business 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 | info@holdfastwealth.com

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