Austin Wealth Management

Austin, Texas

301 Congress Avenue, Floor 12
Austin, TX 78701
Phone: 737.241.1255
Fax: 737.600.8663

Get in touch

Our wealth management team located in Austin can work with you to create a tailored financial plan designed to meet your needs today and your plans for the future. 

Our fiduciary responsibility to individuals and families, along with our Richer Life approach, addresses all aspects of your financial big picture, including wealth and retirement planning, estate and tax strategies, insurance and risk assessments, philanthropy, private investments, and real estate, as well as financial planning for business owners and multi-generational family wealth. 

As a community-minded firm, we spend time in our own altruistic ventures—donating time, money, and support to organizations including Austin Pet’s Alive, Toastmasters, Kids in a New Groove, and The Trail Foundation.

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Meet your Austin wealth management team

Alejandro Martinez serves as a Business Development Specialist in Brighton Jones' Austin o...

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Alejandro Martinez

Business Development Specialist

My role affords me the unique opportunity to build our brand in new cities, onboard and tr...

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Annika Williams, CFA

Advisor

I develop meaningful relationships with our trusted partners to identify opportunities to ...

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Dustin Courts

Business Development Manager

I have the opportunity to assist our clients with setting up, maintaining, and navigating ...

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Felicia Fortosis

Senior Client Administrator

As an experienced tax professional with several years of expertise

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Malumbe Yasa, CPA

Tax Lead Advisor

As the director of estate planning, I strive to help clients live a richer life by alignin...

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Mary Louden, JD, LLM

Director of Estate Planning

As a Senior Lead Advisor, I work to support other advisors and make sure they have the too...

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Matt Mormino, CFP®

Senior Lead Advisor

I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...

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Scott Greve

Lead Advisor, Real Estate Advisory Group

As the Personal CFO to our clients, it is my goal to listen and understand what is most im...

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Shelby Clements, CFP®, CPA

Lead Advisor

Tim Ramza

Chief Technology Officer

Talk to an Austin financial advisor

Whether you have a specific question, or you’re interested in learning more about how our approach can be tailored to your situation, we’d love to hear from you.

    "Brighton Jones has a family feel to how they approach client relationships. It’s not just a transaction for them but that they truly have our best interests in mind."

    – Dan S., Brighton Jones client