BirdRock Wealth
BirdRock Wealth is a Registered Investment Advisor based in Austin, TX. Our goal is to help our clients secure their financial future.
BirdRock Wealth is a Registered Investment Advisor based in Austin, TX and has assets under management of $150 Million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and Steve Levy is a six-time Texas Monthly Five Star Wealth Manager. The firm's Small Cap portfolio is also ranked Five Stars by Morningstar as of 2/23/2023. Investment performance is GIPS (Global Investment Performance Standards) verified by ACA Compliance Group.
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Planning for retirement isn’t an exact science, but making sure that you take every necessary precaution available to you can really help ensure greater security in the long run.
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Debt is one of the biggest hindrances to retirement planning. It’s important to put a plan in place to eliminate any debt as soon as possible, and The Snowball Method can make it feel a little bit easier to accomplish.
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Both common and preferred stocks have their advantages, but it’s important to educate yourself on just what they are to create a well-balanced portfolio.
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Each different type of mutual fund serves its own purpose, and utilizing them properly can bring together your portfolio in a way that properly supports your vision of the future.
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There’s a reason that 529 Plans are the most common way to save for college, but it still helps to check out the details so that you can utilize them properly.
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Negotiating a fair divorce settlement is crucial for your financial future. Make sure that you stay in contact with trusted professionals throughout the process so you can set yourself up for the next chapter.
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Maximizing your investment performance doesn't have to be complicated. Regular portfolio reviews and adjustments with your asset manager can help you stay on track to achieve your long-term investment goals.
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Market fluctuations can be difficult for even the most seasoned investors to traverse. When the trends start to get a little erratic, a financial advisor can give you the direction you need to make it through the other side better off than before.
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Downsizing is a great way to ensure financial stability moving into retirement. Not only is it a great way to save money, but it also frees up a lot of time to enjoy yourself.
Learn more from our website!
https://zurl.co/9LRe
Planning for retirement isn’t an exact science, but making sure that you take every necessary precaution available to you can really help ensure greater security in the long run.
Learn more from our website!
https://zurl.co/9LRe
Debt is one of the biggest hindrances to retirement planning. It’s important to put a plan in place to eliminate any debt as soon as possible, and The Snowball Method can make it feel a little bit easier to accomplish.
Learn more from our website!
https://zurl.co/9LRe
Both common and preferred stocks have their advantages, but it’s important to educate yourself on just what they are to create a well-balanced portfolio.
Learn more from our website!
https://zurl.co/9LRe
A proper financial plan keeps an eye on the future. It’s important to put a plan in place to manage your finances even if you’re unable. The earlier you can start planning, the more prepared you will be.
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Every investment has its place. Depending on whether you want to be in the driver’s seat or you prefer a little more guidance, it’s worth considering a combination of mutual funds and stocks.
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As with any investment, reverse mortgages come with plenty of advantages to provide you with financial support in the future. They also come with potential dangers along the way. Get in touch with a BirdRock advisor to see whether a reverse mortgage is a good option for you.
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You put a lot of care into building a business. Make sure that you put the same amount of effort in when you sell it. It’s worth the time.
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If you plan on donating to charity, it can also come along with some nice tax benefits. Make sure you plan ahead to maximize the upside.
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The journey to retirement is long and winding. Make sure you take heed of the road signs along the way to make sure you’re still going in the right direction.
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Downsizing is a great way to ensure financial stability moving into retirement. Not only is it a great way to save money, but it also frees up a lot of time to enjoy yourself.
Learn more from our website!
https://zurl.co/9LRe
Going through a divorce has a lot of implications, but it’s important that you take stock of everything upfront so you can make the best decisions you can at the time for your future financial well-being.
Learn more from our website!
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There are a lot of factors that could have a big financial impact if you don’t do your research when selling your business. Make sure you follow a careful plan when the time comes.
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Each individual IRA may have its own unique traits, but for the most part, they follow the same guidelines, and familiarizing yourself with them can help you get the most out of your money.
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When the time finally comes to activate your social security benefits, make sure that you’re ready. Making the most out of your benefits will also help you make the most out of retirement.
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Real estate is always a solid investment to make for the future. It’s stable and lucrative, and it’s sure to make a valuable addition to any portfolio.
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Having an HSA is a valuable piece of the puzzle for anyone planning for retirement, but the benefits you receive from this type of account go far beyond assistance with medical.
Learn more from our website!
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Downsizing is a great way to ensure financial stability moving into retirement. Not only is it a great way to save money, but it also frees up a lot of time to enjoy yourself.
Learn more from our website!
https://zurl.co/9LRe
Debt is one of the biggest hindrances to retirement planning. It’s important to put a plan in place to eliminate any debt as soon as possible, and The Snowball Method can make it feel a little bit easier to accomplish.
Learn more from our website!
https://zurl.co/9LRe
Although there’s no way to be certain which direction the stock market will trend on any given day, approaching your portfolio with a well-put-together strategy maximizes your opportunity for success.
Learn more from our website!
https://zurl.co/9LRe
There are a lot of factors that could have a big financial impact if you don’t do your research when selling your business. Make sure you follow a careful plan when the time comes.
Learn more from our website!
https://zurl.co/9LRe
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Our Story
BirdRock Asset Management is an SEC Registered Investment Advisor based in Austin, TX that opened for business in 2006. The firm has assets under management of nearly $200 million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and CEO Steve Levy is an 8-time Texas Monthly Five Star Wealth Manager. BirdRock’s goal is to secure our client’s financial future so they can live a life they love. BirdRock partner’s with Charles Schwab, the largest custodian for independent advisors in the U.S.
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Contact the business
Website
Address
Austin, TX
78733
Opening Hours
Monday | 8am - 4pm |
Tuesday | 8am - 4pm |
Wednesday | 8am - 4pm |
Thursday | 8am - 4pm |
Friday | 8am - 4pm |
800 W. 5th Street Unit 100B
Austin, 78703
We are dedicated to promoting unbiased educated financial advice to everyone. No longer shall clients be subjected to commissioned brokers and insurance agents pushing their prod...
3700 N Capital Of Texas Highway
Austin
Wealth Management, Financial Planning, Retirement Planning Estate Planning, Business Planning
Austin, 78731
Proudly help professionals at UT and others in Central Texas plan and prepare for their future.
807 Las Cimas Parkway STE 325
Austin, 78746
We are passionate about helping our clients achieve their hopes and dreams.
10415 Morado Circle, Bldg. 2, Suite 100
Austin, 78759
A private wealth advisory practice of Ameriprise Financial Services, LLC