Financial Advisors
Austin, TX
Modern Wealth Strategies is an independent financial advisory firm in Austin serving individuals and business owners with comprehensive wealth planning, investment management, and retirement strategy. The team focuses on creating personalized financial plans that align with clients' long-term goals, offering services that include portfolio management, tax-efficient investing, and business succession planning.
Ideal for: High-net-worth individuals, business owners, pre-retirees and retirees, families seeking comprehensive wealth planning
Service area: Austin, TX and surrounding central Texas
Independent Advisor: As an independent firm, Modern Wealth Strategies is not bound to any proprietary products, allowing them to recommend investments and strategies based solely on what's best for each client.
Personalized Wealth Planning: They specialize in creating comprehensive financial plans tailored to individual circumstances, including retirement, tax strategies, and estate considerations.
Business Owner Focus: They work with business owners on succession planning and wealth transfer strategies alongside traditional financial advisory services.
Address: 111 Congress Ave. Suite 509, Austin, TX 78701
Phone: (512) 698-5076
Website: modernwealthatx.com
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