Trustworthy Financial Advisor Wealth Management
Austin Wealth Specialists is an independent wealth management firm based in Austin, Texas. Although investments involve risks, choosing a financial advisor shouldn't. With more than 30 years of experience in asset management, retirement accumulation, and estate planning customized for every client, we are committed in guiding our clients to their journey to success. We work with women in transition,i.e. retiring, divorced, widowed, or changing jobs. Austin Wealth Specialists uses a financial road map to inspire, empower, transpire.
CERTIFIED FINANCIAL PLANNER™ ProfessionalsTo earn the CERTIFIED FINANCIAL PLANNER™ designation, Darleen & Keith had to complete an approved educational program, pass a rigorous examination, and meet stringent experience requirements. They adhere to a professional Code of Ethics and fulfills annual continuing education requirements to be updated with current planning strategies and financial trends.
Certified Divorce Financial Analysts®Darleen and Keith also help their clients avoid the common financial pitfalls of divorce by helping them manage their assets during this trying time. They help create a post-divorce budget, retirement income plan, and a legacy plan.
SCF Securities is a premier financial services firm that has been offering comprehensive financial service solutions to advisors and their clients nationwide since 1992. We empower Austin Wealth Specialists by giving them the tools, technologies, and resources they need to ensure that you are always positioned for financial success.Read More About SCF Securities