Holdfast Wealth Management

Financial Advisor Austin

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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

End-of-year Tax Planning

December 17, 2018 By John Dapper

As we head into in the holiday season, let’s take a quick look at end-of-year tax considerations and strategies to help you maximize returns and minimize your tax bill. Sell losing investments to Continue Reading

Tax Code Changes in 2018

November 15, 2018 By John Dapper

Quick Glance: Interest on HELOCs (Home Equity Lines of Credit) is not deductible anymore unless used to improve the home With new mortgages, interest is deductible only on first $750K of home Continue Reading

Getting Your Small Business Tax Return Ready by Knowing Your Deductions

March 14, 2017 By John Dapper

Getting Your Small Business Tax Return Ready by Knowing Your Deductions Tax time is almost here! If you’re a small business, you may be wondering about the tax deductions available to you. In 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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