Ameriprise Financial

Solaris Private Wealth Management is a fee-only, independent registered investment advisory firm located in Austin, Texas. Specializing in tailored investment solutions for individuals, families, and businesses, they provide comprehensive financial planning and wealth management services with a fiduciary commitment to their clients. With a focus on clarity and intentionality, Solaris aims to guide clients towards achieving their financial goals through unbiased advice and strategic investment management. Their offerings include retirement planning, college savings, and corporate financial literacy programs, catering to a diverse clientele ranging from young families to mature investors and business owners. Generated from the website

Shadowridge Asset Management, based in Austin, TX, is an asset management firm founded by Ryan Redfern in 2012, with a commitment to serving clients as fiduciaries and advocates. The firm distinguishes itself through an active, risk-managed tactical approach to investing, prioritizing clarity and organization in financial planning. With over 15 years of experience in the financial services industry, Shadowridge emphasizes personalized service, ensuring clients work directly with knowledgeable professionals who communicate in plain English. Their focus on thought leadership keeps them engaged with industry developments, allowing them to influence and learn from other experts in the field. Generated from the website

More than money, your wealth is a reflection of a life's work and the foundation for everything you and your family have yet to do. When you're a Genesis client, you'll experience a level of service and personal attention that's hard to find elsewhere. Each Wealth Manager on our team serves only a select group of clients, which allows them to keep their focus on your goals and how we can help you pursue them.