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
    • SCHWAB PORTAL
    • HOLDFAST PORTAL
    • SCHEDULE A CALL
  • BLOG
    • ARTICLES
    • TITLES
  • CONTACT

PHILOSOPHY

The Holdfast philosophy is simple. I want to get to know you in order to help you make the best decisions possible. I want to be your first call when you have financial questions and be your most trusted advisor. I am dedicated to providing holistic investment management and strategic wealth planning to my clients. As a fee-only firm, Holdfast’s primary focus is to provide unbiased, unconflicted advice designed to achieve long-term investment results with minimum risk.

My focus is to understand your goals and develop a plan and a sustainable process to reach them. I will meet with you to present an analysis and discuss my recommendations. Together, we implement the recommendations and monitor your progress. From there, we will plan regular meetings with you to assess the progress toward your goals and make adjustments to your financial plan when things change–because they always do. Plan, implement, monitor, adjust. That’s the process. And it’s not cookie-cutter, it’s customized. Your situation is unique. You may have similarities to everyone else, but your battle is your own and I am here to help.

Because there are many factors that may change in your situation or the environment, it’s of the utmost importance to be proactive and knowledgeable in the financial industry. Fortunately, I find this stuff fascinating and I am committed to staying up-to-date on relevant tax, estate and Social Security laws in order to provide you with the best financial advice for your particular situation.

 

 

Twitter Posts

Follow @holdfast_wealth
Holdfast Wealth Mgmt
Holdfast Wealth Mgmt @holdfast_wealth
2 days ago
Which Financial Assets Do American Families Own? https://t.co/lV1O8m7gWs
View on Twitter
0
0
Holdfast Wealth Mgmt
Holdfast Wealth Mgmt @holdfast_wealth
5 days ago
Five Drivers of Markets in a Biden Administration https://t.co/bVp4ooo4Ww
View on Twitter
0
0
Holdfast Wealth Mgmt
Holdfast Wealth Mgmt @holdfast_wealth
5 days ago
Putting the Cost of COVID-19 in Perspective https://t.co/OYnjCzWNEp https://t.co/EAtxnXO4M6
View on Twitter
holdfast_wealth photo
0
0
Holdfast Wealth Mgmt
Holdfast Wealth Mgmt @holdfast_wealth
6 days ago
Biden’s Legislative Agenda Is Still Limited. What’s Likely to Pass—and What Isn’t. https://t.co/viguMs3voQ
View on Twitter
0
0
Holdfast Wealth Mgmt
Holdfast Wealth Mgmt @holdfast_wealth
6 days ago
10 Investing Lessons from 2020 – Of Dollars And Data https://t.co/QkWUI1SVVc
View on Twitter
0
0
Holdfast Wealth Mgmt
Holdfast Wealth Mgmt @holdfast_wealth
7 days ago
Elections Have Tax Consequences https://t.co/YiEDxmY56m
View on Twitter
0
0

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

Sitemap

Legal, privacy, copyright and trademark information

Copyright © 2021 Holdfast Wealth Management. All rights reserved.