Our Role

Our role at Austin Manning Wealth Management is critical to clients looking to achieve specific financial results. Whether it is private clients looking for retirement planning, education planning, or building a financial legacy or corporations looking to improve their retirement plan, well-crafted advice is a success driver. Instead of merely marketing numerous investments and insurance products, Austin Manning Wealth Managements' advisors consider all parts of our private client's financial situation or corporation retirement plans.

Our job is more important than ever during these challenging times, and today's clients require more of our time. Why? Because it is not just about selecting investments or creating a plan. For our private clients, comprehensive tax planning, dynamic withdrawal strategies, debt and liability management, and guidance during uncertain times are critical to their long-term financial success.

Corporately, plan sponsors have a fiduciary duty to act solely in the interest of plan participants and their beneficiaries and with the exclusive purpose of providing benefits to them. This duty involves not only selecting investments but monitoring them, benchmarking fees, and the investments offered and making sure participants have the education necessary to make informed decisions on the funds they choose. Long-term financial success for participants is critical.

A successful advisory relationship is built on connecting with our clients and working towards a common goal. We champion your efforts with a back office of dedicated, experienced Investment Advisory Specialists.

Request A Consultation