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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

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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Tips to Help Preserve Your Inheritance

It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Key Retirement and Tax Numbers for 2026

This article provides 2026 contribution limits for retirement plans and various tax deduction, exclusion, exemption, and threshold amounts.

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Beneficiary Designations: Who Gets the Money?

It’s a good idea to regularly review beneficiary designations to be sure they are complete and reflect current wishes.

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Calculators

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Savings Accumulation

Estimate the future value of your current savings.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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