Moving Through The Field of What You Have Grown Can Be Fun
About Austec Wealth Management
Austec Wealth Management was founded to provide financial planning services and portfolio management to individuals, business owners, retiree’s and business entities.
Austec WM was founded on the concept that most investors’ investment experience does not follow perfectly a A-Z initial progress plan. Our mission is to coach and create harmonious relationships for our clients with specialists and experts to facilitate solutions to clients’ complex financial situations in the present and for their future financial unpredictability as it develops.
The blend of solutions we offer to clients hinge on conventional and unconventional methods. We always strive to build our operations around those solutions to be measurable and simple to understand.
See our investment philosophy....
Flexible Financial Plans
As an example of one of our unconventional methods, we believe that spending hours and hours developing an extensive written financial plan, as a standalone solution, is often ineffective to deal with the continual unpredictability of a client’s financial progress without implementation. We believe if a financial plan, as a tool, is warranted, it should be simple and flexible rather than extensive and rigid. But a financial plan is only one tool to facilitating solutions for the many known and unknown complexities our clients’ experience.
Our clients custody their investments at Shareholders Service Group (SSG). SSG has chosen Pershing LLC, a subsidiary of The Bank of New York Mellon, for securities clearing and custody. BNY Mellon is the world’s largest custodian with over $27 trillion in assets under custody. Shareholders Service Group holds client accounts and processes securities transactions under a fully-disclosed clearing agreement at Pershing. That means your assets are held by one of the oldest custodians in the world. Since 1939, Pershing has provided brokerage execution, trade clearance, securities data processing and investment access to registered broker/dealers. Pershing is a member of the NYSE, FINRA and SIPC, and its international affiliates are members of the Frankfurt, Irish and London stock exchanges. With over six million accounts and more than $1.5 trillion in client assets, Pershing is the largest securities clearing firm in North America and has extensive financial resources.
Communication to our clients is extremely important to us. We do not want our clients to experience a lack of communication when our clients need us the most.
We customize communication with our clients based on how often they want us to communicate whether that is monthly, quarterly, annually or just when its necessary.
Our communication operational motto is “Our client’s challenge(s) are not completely solved until the client has been informed that it is”.
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Harvest Your Investments
Inventory Your Harvest
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