Austin Wealth Management
Austin, Texas
Centre II
3101 Bee Caves Road, Suite 280
Austin, TX 78746
Phone: 737.241.1255
Fax: 737.600.8663
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 an advisor in Brighton Jones' Austin office.
View ProfileAlejandro Martinez
My role affords me the unique opportunity to build our brand in new cities, onboard and tr...
View ProfileAnnika Williams, CFA
I develop meaningful relationships with our trusted partners to identify opportunities to ...
View ProfileDustin Courts
As a growth and operations manager, I help clients live a richer life by keeping things ru...
View ProfileErica Penner
I have the opportunity to assist our clients with setting up, maintaining, and navigating ...
View ProfileFelicia Fortosis
As the director of estate planning, I strive to help clients live a richer life by alignin...
View ProfileMary Louden, JD, LLM
As a senior lead advisor, I work to support other advisors and make sure they have the too...
View ProfileMatt Mormino, CFP®
I enjoy bringing thoughtful, forward-looking perspectives to help our clients maximize the...
View ProfileScott Greve
As the Personal CFO to our clients, it is my goal to listen and understand what is most im...
View ProfileShelby Clements, CFP®, CPA
Talk to an Austin financial advisor
"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