All About Charitable Remainder Trusts: A Beginner’s Guide With rising interest rates, Charitable Remainder Trusts are once again gaining popularity. In this current market environment, they can be a very effective tool to accomplishing your philanthropic goals while also...
Develop your comprehensive wealth management plan and achieve your financial goals with ML&R Wealth Management. Vanessa McElwrath brings your dreams to the forefront and guides you on the path to independence. Vanessa’s personal attention to the details and high level of customized advice helps you achieve your long-term goals with peace of mind along the way.
Professional Experience
Vanessa joined the ML&R Wealth Management team as an Investment Advisor Representative in 2013. With over 10 years of experience in financial services in Austin, Texas, Vanessa specializes in developing comprehensive wealth plans and creating portfolios based in Nobel-prize winning research. Previously, Vanessa gained experience at Dimensional Fund Advisors, a global investment management firm. Her background in providing capital markets research, regression analysis, and multi factor-based portfolio theory has enabled her to help individuals, families, and institutions design portfolios and plans to achieve their financial goals. Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She specializes in creating investment portfolios with financial planning in mind.
Comprehensive Approach
Vanessa considers your goals alongside her extensive experience in investment consulting, estate and asset protection planning, tax planning and employee benefits planning. She helps clients work through complex financial issues and partners closely with their tax, legal, and insurance advisors to ensure a comprehensive and coordinated approach. Vanessa believes in giving clients solid, unbiased advice and building relationships that make a tangible, positive difference in their lives.
Contact Us Now
We serve as your trusted advisor at ML&R Wealth Management LLC. Vanessa builds your dynamic personal portfolio to help you meet your goals. For a professional financial advisor based in Austin, Texas, contact Vanessa at ML&R Wealth Management today to learn more about wealth planning and financial management.
- Wealth Management
- Investment Management
- Financial Planning
- Education and Estate Planning
- 401(k) Retirement Services
- Institutions & Non-Profits
The University of Texas at Austin
Bachelor of Business Administration in Accounting
Master in Professional Accounting
Current: Preservation Austin, First Vice President; Preservation Austin, Historic Homes Tour Event Chair; Ballet Austin Guild, Treasurer; KIPP Austin Alliance, Event Committee
Past: Preservation Austin, Treasurer; Con Mi Madre Sponsorship Committee; Foundation Communities, Tax Prep Volunteer; KIPP Austin ‘To and Through College’, Mentor; Cystic Fibrosis Foundation BREATHE, Board Member; Celebration of Life Luncheon, Planning Committee
- American Institute of Certified Public Accountants (AICPA)
- CERTIFIED FINANCIAL PLANNER ™
Articles and Interviews By Vanessa McElwrath
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Time to review your property and casualty policies The past few weeks have brought back a familiar form of chaos. Just as many Austinites were recovering from the stress of 2021’s Winter Storm Uri, another storm came in to...
Transitioning into a retirement lifestyle can seem like a daunting and seismic shift for many. It’s not a decision that should be made lightly, and as a financial planner, I feel that it is truly an honor and privilege...
