The WealthTenders

Closed

Photos

Austin Ln
Austin, TX 78758

The WealthTenders is a fully virtual, fee-only investment advisory firm located in Austin, TX, specializing in retirement tax strategy and estate planning. The firm aims to make finance more accessible and relatable for individuals of all ages, incomes, and asset levels by adopting a modern approach that eliminates jargon in favor of clear, strategic advice.

Operating under a transparent fee structure of 1% of assets under management, The WealthTenders adheres to a fiduciary standard, ensuring independence in managing clients' assets. By offering personalized service through direct advisor contact, the firm maintains ongoing communication with clients via Zoom, phone, and email, providing regular reviews and support tailored to individual needs.

Generated from the website

Own this business?
See a problem?

You might also like

United StatesTexasAustinThe WealthTenders