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.
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.
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.
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.
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.
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:
Monday - Friday : 9am - 5pm
Saturday - Sunday : Closed
Fax: (512) 330-9462
4101 Parkstone Heights Drive, Suite 210
Austin, TX 78746
*Representatives offer products and services using the following business names: Weinheimer Wealth Management – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and 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.