We are here for you when life happens

We are a 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.

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 our 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 your 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 Technology

We invest heavily in technology to give our professionals high quality tools 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

A Disciplined Process

01. DISCOVERY

We begin this stage during our initial meeting where we get to know one another. We focus on what your specific needs are and what you want your investment capital to do for you.

02. STRATEGY

The primary objective of this stage is to develop an effective, long-term investment strategy that is custom tailored to the unique needs of each client. We then develop a comprehensive plan that outlines the strategy we recommend.

03. IMPLEMENTATION

The primary objective of this phase is to help implement your investment strategy. By means of constant communication and a highly skilled staff, we strive to make this process quick and easy for you.

04. MONITORING AND ADJUSTING

We monitor our client's accounts on a regular basis to help ensure they are still performing in a way that is suitable for their investment profile.

When we discover that a client's circumstances have changed, we discuss making possible adjustments to their investment strategy.

Our process takes a comprehensive approach to planning that incorporates your investments, insurance, legal and accounting needs. 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®

Jasen Wallace*, CFP®

Matt MacWilliams*, CFP®

Galen Rasche

David W Bregger*, CFP®

Crystal Lewis

Mary Savage

David Johnson

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.

4101 Parkstone Heights Drive, Suite 210 Austin, TX 78746 | (512) 372-8118

Check the background of Ameritas Investment Company, LLC. or this investment professional on FINRA's BrokerCheck

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

*Representatives offer products and services using the following business names: Weinheimer Wealth Management – insurance and financial services | Member FINRA/SIPC – securities and investments | investment advisory services. AAS are not affiliated with Weinheimer Wealth Management or any other entity mentioned herein.

Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation.