• Planning for a Life Well-Lived

    Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only™, fiduciary, financial planning and investment management services.

    Learn More
  • Life is full:

    Shouldn't my advisor already understand my world and my distinct financial challenges?

    Learn More
  • How can I balance living for today and saving for tomorrow?

    Learn More
  • How can we responsibly extend the gift of our inter-generational wealth?

    Learn More
  • I am blessed and grateful to live in this country. How can I most efficiently manage my tax responsibility?

    Learn More
  • I will likely live longer and spend more years in retirement.

    How can I best plan for that?

    Learn More

FIVE STAR Wealth Manager
Austin, San Antonio, Central Texas

Texas Monthly

Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only™, fiduciary, financial planning and investment management services in Austin, TX and surrounding areas.

Our business is helping families and individuals achieve the life they envision. Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies designed to help you achieve your goals. As a Fee-Only™ advisor, we are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses or hidden fees as we do not accept them. Nationally, affluent individuals and families have relied on our firm for wealth management planning and portfolio management for over 20 years because we understand that each client's needs and situation are unique to them.

We are extremely passionate about helping people make financial decisions that are in consonance with their principles, values and dreams as well as those of their heirs.  We welcome the opportunity to show you how.

What does it mean to be a fiduciary?  While there are literally 1000's of pages of legislation attempting to define this position (to which we are accountable), we also are proud to commit to these principles.

  • Place our client's interests first - always.

  • Be honest, forthright and transparent.

  • Educate our clients so that they feel confident in making important life choices.

  • Exceed continuing education requirements.

  • Be proactive in disclosing any conflicts of interest that may arise.

  • Accept no compensation from any source that is not derived directly, and as agreed upon, from our clients.

Articles, Blog Entries and Case Studies

  • Financial Markets - A Recap of 2017 and a Look Ahead at 2018

    The bull market continued for another year, and 2017 will go down in history as a highly unusual economic year. Nearly every major sector, country, region, and asset class had positive performance. This rarely happens!   Read More...

  • Tax Cuts and Bitcoin Frenzy

    In an effort to inform our clients and our community, we have patiently waited to provide insight on the tax reform efforts likely to be passed this week. It appears the House and Senate have finally reconciled legislation that will be sent to the President for signature.Separately, it’s hard to ignore the meteoric rise of Bitcoin and the emergence of cryptocurrency as an asset class, or at least the investment world’s effort to try to turn it into an asset class. Accordingly, we tho...  Read More...

  • Medicare Open Enrollment

    WHAT IS THE MEDICARE OPEN ENROLLMENT PERIOD?The Medicare open enrollment period is the time during which people on Medicare can make new elections between Original Medicare (Parts A and B) or Medicare Advantage (Part C); and, their Prescription Coverage (Part D) if they are on Original/Traditional Medicare.WHEN DOES THE OPEN ENROLLMENT PERIOD START?The Medicare open enrollment period begins on October 15th and runs through December 7th. Any changes made during open enrollment are effective as of...  Read More...

RSS Feed