Investment Management Services

WEALTH MANAGEMENT SERVICES IN AUSTIN

ML&R Wealth Management serves individuals, families, business owners, and non-profit organizations with personalized wealth management services in Austin. We work to bring order, direction and confidence to your financial future through a well-thought-out wealth management plan.

Our process offers a better, more transparent way of achieving your most important financial goals. We work with each client through a personal and holistic approach to know what is important to you.

Learn more about our consulting process.

PERSONAL WEALTH MANAGEMENT

INVESTMENT MANAGEMENT YOUR WAY

What do you want to achieve with your wealth? Whatever your goals for the future, our wealth management services in Austin can develop a wealth investment management plan suited to your unique needs and can help you manage your finances in line with a sound, long-term strategy.

Our approach to investment management focuses on achieving diversification, controlling costs, and managing appropriate levels of risk with an evidence-based investment philosophy. This philosophy is rooted in academic research with a disciplined approach to long-term investing.

We serve as your personal trusted advisor to manage your financial life. We can work with your current providers or connect you with our network of trusted financial advisors in Austin, including estate attorneys, insurance agents, accountants, bankers, and corporate trustees.

Our fee structure is simple and straightforward, based solely on assets under investment management, with no hidden incentives.

Read more about our consulting process.

We understand your goals

At ML&R Wealth Management, we understand that your goals are unique, whether you are an early-career professional, an executive, a business owner, or a retiree wanting to enjoy what you have built. We will ensure that your plan encompasses your life goals, which may include:

  • Helping children
  • Assisting parents
  • Investing in education
  • Providing for health care
  • Protecting your assets
  • Replacing income
  • Providing family security
  • Ensuring your personal health
  • Planning for long-term care
  • Protecting your business
  • Building and protecting your nest egg
  • Generating income
  • Minimizing taxes paid
  • Saving for the future
  • Gaining financial freedom
  • Planning for business succession
  • Providing for family members
  • Meeting health challenges
  • Managing change
  • Financing housing options
  • Identifying and supporting your passion
  • Developing wills and instructions
  • Planning your estate
  • Giving to charity
  • Creating a living legacy

WOMEN & FINANCIAL FREEDOM

At ML&R Wealth Management, we understand that women have unique concerns when it comes to investment management and financial well-being. Whether married or single, many women wish to manage their assets independently. Others face daunting decisions and challenges during such life transitions as a career change, divorce, the death of a spouse, the care of aging parents, or the support of children. Our financial advisor services help women gain financial freedom through sound investment management that aligns with each woman’s personal, professional, and family goals.

Stuart Vick Smith, an advisor and partner at ML&R Wealth Management, has written an informative book for women, Finding Your Financial Path: A guide for women through life’s twists and turns. To meet with her or another member of our team, please call to arrange for a complimentary consultation. You will have a direct, personal relationship with your advisor, whom you can call whenever you have financial questions or concerns.

THE FINANCIAL ADVISOR SERVICES MOST OFTEN REQUESTED BY WOMEN INCLUDE:

CORPORATE RETIREMENT & 401(K) PLANS

RETIREMENT AND 401(K) PLAN DESIGN AND INVESTMENT MANAGEMENT FOR GROWING BUSINESSES

ML&R Wealth Management designs and manages tailored retirement plans that benefit business owners and their employees by an investment management philosophy based on a long-term outlook and full transparency in pricing with no hidden fees.

We take the same personal approach to corporate retirement planning and investment management as we do for our individual clients. You and your employees alike have access to your ML&R Wealth Management retirement plan team and personalized, one-on-one advice from a fiduciary advisor. We provide all the support you need to educate your employees, making it easier for them to make smart decisions and maximize their savings, while increasing overall plan participation. Acting as a fiduciary, our firm provides support to our plan sponsor clients. We also provide comprehensive support in plan compliance and administration to ensure efficiency.

When you decide to move your current plan to ML&R Wealth Management, our team takes charge of the details, making the move as seamless and painless as possible for the business leaders, staff, and employee participants.

We can administer various combinations of financial advisor services we provide to suit the needs of your company and your participants.

OUR FINANCIAL ADVISOR SERVICES FOR RETIREMENT PLAN SPONSORS INCLUDE:

  • Plan design and plan document support
  • Compliance testing
  • Form 5500 preparation
  • Audit support
  • Signing and filing the Form 5500
  • Loan, QDRO, and distribution review
  • Interpreting the plan document
  • Monitoring deferral timing
  • Benchmarking service providers
  • Provide disclosures to participants
  • Oversight and coordination with outside recordkeeping, custodial and trustee service partners
  • Make fund recommendations to the plan investment committee
  • Collaborate with the plan investment management committee to make the final determination on the funds in the plan
  • Regular communications, education, and one-on-one consultations with participants
  • Discretionary authority of the assets of the plan
  • Selects and monitors the funds that will be available in the retirement plan
  • Regular communications, education, and one-on-one consultations with participants

SOUND INVESTMENT MANAGEMENT OF INSTITUTIONAL PORTFOLIOS

ML&R Wealth Management provides investment advisory and management services to match your organization’s mission and to help advance your long-term goals.

Our advisors get to know you and your organization, working closely with your executive director and staff, as well as the board of directors. Our goal is to ensure that your portfolio is managed in accordance with your organizational objectives, including socially responsible and sustainable investment funds, as desired. We also provide fiduciary training for board members so that they understand their role in investment management decisions and oversight.

OUR FINANCIAL ADVISOR SERVICES FOR NON-PROFIT ORGANIZATIONS INCLUDE:

Request a consultation today

ML&R Wealth Management serves individuals, families, business owners, and non-profit organizations with personalized investment management services. To learn more about securing your financial success, contact our team of wealth management advisors to schedule a complimentary consultation.





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