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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:

Calculators

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Contact Us

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Videos

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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.

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Could Employee Ownership Be Part of Your Succession Plan?

Explains benefits of employee-stock ownership plans for succession planning.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

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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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck