Explore Wealth Management
First, we listen
Our most complete personalized offering, Austerra’s Wealth Management Service combines comprehensive financial planning with investment management to provide our clients a central resource to depend on for all of their financial affairs. Tell us what matters most to you.
What Can You Expect?
Austerra’s Wealth Management clients sleep well at night knowing that virtually every aspect of their financial lives has been addressed in a manner consistent with their financial objectives. Our clients receive a clear and accurate report of their current financial situation followed by a series of carefully considered recommendations for improvement—a complete step-by-step plan that includes ongoing monitoring and implementation assistance to be sure that they stay the course.
- Investment Management
- Alternative Investments
- Retirement Planning
- Education Planning
- Asset Protection/Insurance Analysis
- Estate Planning – Wills, Trusts, & Powers of Attorney
- Family Partnerships & Limited Liability Companies
- Cash Flow Statement Preparation & Analysis
- Net Worth Statement Preparation & Analysis
- Tax Reduction Planning
- Mortgage / Other Debt Analysis, Refinancing, & Restructuring
- Corporate Retirement Plan Analysis, Design, & Management
- Corporate Benefit Analysis & Design
- Stock Options / Stock Purchase Plans
- Concentrated Stock Positions
- Executive Compensation Package Analysis
- Social Security Analysis
- Other Planning As Needed
While Austerra is a single resource for clients to call upon to address virtually any financial matter, we encourage a coordinated approach with our client’s other professional advisors (accountants, insurance agents, attorneys) in order to achieve the best possible result for our clients.
