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

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

Seven Costly Financial Mistakes Recent Grads & Young Professionals Should Avoid

January 24, 2019 By John Dapper

Whether you’re a recent grad or preparing to strike out for the first time, it is important to start on a solid financial footing. Today, we’re going to take a look at some common mistakes that young 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.