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Welcome Investors, Business Owners & Executives!
As a business owner you face many more uncertainties than many other individual investors. Frequently your biggest asset is the value of your company which often represents nearly 85% of your total wealth. Knowing with any certainty the amount of money you will be able use towards your retirement is normally held in suspense till your company is sold and then in jeopardy till your seller carry back financing is paid off.
As an executive, similar to business ownership, you face unique challenges from being so closely tied to the success of the company you work for. If the company is a privately owned businesses then you also face some uncertainty from restricted stock grants, incentive compensation, and possibly stock options programs. Even with public owned companies its often the case executives own a significant percentage of their wealth in the company stock and stock options.
We understand these issues very well and are here to help guide you through the journey.
Serving Those Who Work Hard
For Those Who Have Dreams
Austec Wealth Management, LLC. is a Boutique Registered Investment Adviser firm designed to fill in the gaps for business owners and executives for business, personal, and family challenges saving them needless time spent away from the business. We are a central resource to our clients.
We understand how hard it is to climb the mountain for the courageous few entrepreneurs who choose to risk their own careers, reputations, and financial security to improve the world for us all while facing a high start-up failure rate (over 76%) to build something great.
Our Priorities to Clients
1. Understand their situation
2. Educate when asked
3. Respect their assets (No matter how small)
4. Solve their problem(s)
5. Monitor their progress
6. Keep in Touch
Does Your Investment Strategy Match the Right Market Environment?
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