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Wealth Management Services of Austin

901 South Mopac Expressway Barton Oaks Plaza 1, Suite 300
Austin, TX 78746

Phone:

512-478-0008

E-mail:

mail@wealthaustin.com

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OUR MISSION STATEMENT

Wealth Management Services of Austin, LLC (WMS) is committed to delivering financial wellness to our clients. This is accomplished through holistic life/wealth planning. Our mission is to assist clients in defining, assessing, and achieving their life and financial goals.

As a trusted financial and independent investment advisor, WMS strives to provide clients with advice that is in their best interest.

Clients benefit from our knowledge and experience in the application of leading edge modern financial research to generate investment strategies that match the client's goals. This approach translates into the highest probability of a successful investment experience for them.

Newsletters

Understanding the No Tax on Tips Deduction

In 2025, the One Big Beautiful Bill Act established a temporary federal tax deduction to help reduce the tax liability of certain tipped workers.

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Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.

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Charitable Gifts of Life Insurance

Explains using life insurance to make meaningful charitable donations.

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Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

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Calculators

Savings Accumulation

Estimate the future value of your current savings.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

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