Austin Wealth Management

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Austin Wealth Management Austin Wealth Management is an independent financial planning company and Registered Investment Advisor in Austin, TX. We are advocates, not salespeople.

Austin Wealth Management is an independent financial planning company in Austin, TX. We serve as professional educators and advocates for the financial well-being of families in Texas and around the world. Our mission is to constantly improve the way financial advice is given so that people will make better decisions to improve their quality of life and sense of financial security. Our inspiration to create a client-driven financial planning service was born from our experience in a predominantly sales-driven financial industry. We saw the good, the bad, and the ugly of the business and created Austin Wealth Management to support a new direction by placing clients at the center of innovation and attention. We believe that the business of financial advice can and should be rooted deeply in the research of America’s finest institutions and delivered with personalized care to you, the client. We never stop learning. We listen to our clients. We welcome change. We believe in the power of integrity and honesty.

Still holding most of your RSUs from the last few years? A large position in one company's stock feels rewarding. It als...
10/09/2026

Still holding most of your RSUs from the last few years?

A large position in one company's stock feels rewarding. It also carries a risk profile most diversified portfolios don't. If you've never modeled what a drop in that stock would mean for your financial plan, that conversation is worth having. Start at https://b.link/FB-Contact-AWM

For informational purposes only. Not investment advice.

Still paying yourself whatever the business has left over? There's a more strategic way. How you structure your compensa...
10/07/2026

Still paying yourself whatever the business has left over?

There's a more strategic way. How you structure your compensation as a business owner affects your self-employment taxes, retirement contributions, and even your ability to get a mortgage. It's worth a conversation before you file another year the same way. Visit https://b.link/FB-AWM for more.

For informational purposes only. Not investment advice.

One great stock doesn't make a plan. It makes a bet. Concentrated positions in a single employer's stock can feel fine, ...
10/05/2026

One great stock doesn't make a plan. It makes a bet.

Concentrated positions in a single employer's stock can feel fine, until a down quarter shows you exactly how much risk you were carrying. AWM works with professionals to think through what to do with concentrated equity: https://b.link/FB-Contact-AWM

For informational purposes only. Not investment advice.

As a business owner, how you pay yourself is a tax strategy. The salary vs. distribution split in an S-Corp determines h...
10/02/2026

As a business owner, how you pay yourself is a tax strategy.

The salary vs. distribution split in an S-Corp determines how much you pay in self-employment tax. Getting it right is one of the highest-leverage financial decisions you can make. AWM works with Austin business owners to set this up correctly: https://b.link/FB-Contact-AWM

For informational purposes only. Not investment advice.

Your kids' college fund and your retirement savings aren't competing. But it can feel that way when money is tight.  A f...
09/30/2026

Your kids' college fund and your retirement savings aren't competing. But it can feel that way when money is tight.

A financial advisor can help you figure out the right balance for your situation. There's no one-size answer, but there are frameworks that work.

AWM helps young Austin families think it through, learn more at https://b.link/FB-AWM

For informational purposes only. Not investment advice.

If you own a business, there's a chance you're overpaying in taxes simply because of how you're taking money out of it. ...
09/28/2026

If you own a business, there's a chance you're overpaying in taxes simply because of how you're taking money out of it. The structure matters, and it's worth understanding your options before another year goes by. AWM works with Austin business owners to make sure their compensation structure is set up in a way that keeps more money working for them. Let's look at your numbers: https://b.link/FB-Contact-AWM

For informational purposes only. Not investment advice.

The Roth conversion conversation often starts with one question: when is income temporarily lower than it will be in the...
09/25/2026

The Roth conversion conversation often starts with one question: when is income temporarily lower than it will be in the future?

For some high earners, that window exists. For others, it doesn't.

AWM helps Austin professionals figure out if and when a conversion makes sense: https://b.link/FB-Contact-AWM

For informational purposes only. Not investment advice.

Most business owners pay themselves whatever is left over after the business's bills are paid. That approach works, but ...
09/23/2026

Most business owners pay themselves whatever is left over after the business's bills are paid. That approach works, but it's rarely the most tax-efficient. A little structure around how and when you take money out can make a real difference over time. AWM helps business owners build a compensation plan that works for both the business and their personal financial goals. If this is something you've never really looked at, now's a good time: https://b.link/FB-AWM

For informational purposes only. Not investment advice.

If a big chunk of your net worth is tied up in company stock, you know the feeling. Things are good when the stock is up...
09/21/2026

If a big chunk of your net worth is tied up in company stock, you know the feeling. Things are good when the stock is up. Then comes a rough quarter, and it hits harder than you'd like. Concentrated stock positions are one of the most common financial challenges for tech and finance professionals. AWM helps clients think through their options for managing that concentration over time. No pressure, just clarity: https://b.link/FB-AWM

For informational purposes only. Not investment advice.

When should you start planning your business exit?  Probably sooner than you think. Valuation, tax structure, and owners...
09/18/2026

When should you start planning your business exit?

Probably sooner than you think. Valuation, tax structure, and ownership transition all take time to set up properly.

A little preparation goes a long way. Visit https://b.link/FB-Contact-AWM to talk with AWM's business planning team.

For informational purposes only. Not investment advice.

Address

5209 Burnet Road Suite 210
Austin, TX
78756

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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