We are here for you when life happens

We are a client-centered boutique wealth management services firm located in Austin, Texas

For over twenty years, we have been offering financial planning strategies and investment management services to a select group of high net-worth individuals and small business owners. 

Our Goal is to Help You Understand...​ Where you are today? Where you want to be? How you plan to get there?

At Weinheimer Wealth Management

We only focus on one thing: The needs of our clients. We put all of our energy into developing, implementing, and monitoring investment strategies that will help our clients meet their financial and lifestyle goals.

Why Choose Weinheimer Wealth Management?

Whether or not to establish a relationship with a wealth advisor is a decision that deserves careful consideration. Here are some of the reasons why you can feel confident choosing Weinheimer Wealth Management.

Boutique Wealth Management

Highest Standards


As CFP® professionals, we have met rigorous education, training and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow.

Disciplined Asset Management Service


We are strategic risk managers who build durable, all-weather portfolios to help clients fulfill their long-term financial goals. Our seasoned investment managers follow sophisticated and disciplined strategies to help you build you wealth while carefully managing risks in all market environments.

Independence & Objectivity


As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. We will never recommend a product that we wouldn’t invest our own money in.

Cutting Edge Technlogy


We invest heavily in technology to give our professionals high quality tools and to ensure a seamless experience for our clients. Our clients love having access to all of their accounts in one place.

Your Personal Client Website


Real Time Access to all of your accounts
Secure online file storage
The ability to track and monitor your spending

Diverse Offerings

Our combination of licenses, registrations, and special education qualify us to work with all types of investments.

Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including:

Our Process

Our process takes a comprehensive approach to planning that incorporates your insurance, legal and accounting needs in addition to your investments. In addition, we offer our clients a variety of valuable services including:

  • Comprehensive Financial Planning
  • Legacy, Estate, and Philanthropy Planning
  • Tax Minimization Strategies
  • Risk Management Service and Asset Protection
  • Enhanced Portfolio Management Service
  • Frequent Communication and Education
  • Exit Planning for Business Owners

Who We Are

Matt Weinheimer*, CFP®

Matt MacWilliams*, CFP®

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Jasen Wallace*, CFP®

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David Johnson

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Chad Campbell*, CFP®

Contact Us

Hours

Monday - Friday : 9am - 5pm
Saturday - Sunday : Closed

Office: (512) 372-8118

Fax: (512) 330-9462

Address

4101 Parkstone Heights Drive, Suite 210
Austin, TX 78746

We would love to hear from you.