We are an independent investment and wealth management firm serving individuals, families, and foundations. Our single focus is to preserve our clients’ wealth while growing it responsibly. We believe that trust is earned, relationships matter, and transparent communication is key.
Since our founding in 2004, client referrals have served as the principal source of our firm’s growth. On behalf of our clients, we manage over $1.275 billion (as of December 31, 2017).
Our demand for excellence, singular focus, and unwavering dedication to earning the trust of our clients are the qualities that have made Price Wealth a leading independent wealth management firm in Austin, Texas.