A huge thank you to Titan Investors for hosting a great event in Austin for #investorsweek. It was an amazing opportunity for industry leaders to come together and exchange ideas. We were honored to have our Chief Investment Officer, Kirby Jacobson, CFA, CFP?, participate in the panel on “Navigating Between Private and Public Markets for a New Era.” His insights, along with those of the other expert speakers, made for a truly enriching experience. Thank you to all the sponsors, speakers, and attendees who made the event a huge success! #Grateful #Networking #IndustryLeaders #AstoriaStrategicWealth #TitanInvestors
关于我们
Because the Journey Matters ... Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only, fiduciary, comprehensive financial planning, and investment management services. We are Texas based, but serve clients nationally. Acting as a fiduciary, we will partner with you to educate and guide you, as well as implement financial strategies which will enable you to achieve your goals with the least amount of risk possible. As a fee-only advisor, we are your advocates working only for you, with no conflicts of interest associated with commissions, bonuses, or hidden fees as we do not accept them. Nationally, affluent individuals and families have relied on our firm for wealth management planning and portfolio management for years because we understand that each client's needs and situation are unique to them. We are extremely passionate about helping people make financial decisions that are in consonance with their principles, values, and dreams as well as those of their heirs. We welcome the opportunity to show you how.
- 网站
-
https://www.astoriastrategicwealth.com
Astoria Strategic Wealth的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Conroe，Texas
- 类型
- 私人持股
- 创立
- 1996
- 领域
- Financial Planning、Investment Management、Wealth Management、Women and Wealth、Wealth Advisory Integrated with Trust and Estate Plans和Wealth Advisory Integrated with Insurance Needs Assessment
地点
-
主要
获取路线
3915 W Davis St
Ste. 130, #185
US，Texas，Conroe，77304
Astoria Strategic Wealth员工
动态
-
Spread the love today and every day! Let's make Valentine's Day a celebration of love in all its forms. Whether it's through acts of kindness, words of appreciation, or simply spending time with loved ones, let's embrace the spirit of love and make the world a brighter place. Happy Valentine's Day from all of us at ASW! ?? ?? Happy Valentine's Day! ?? ??
-
-
An enormous Social Security change just happened.?Are you one of the 3 million this impacts? Check out our newest blog post on the most recent Social Security update! https://lnkd.in/euTdXbSx #socialsecurity #financialplanning #personalfinance #WEPrepeal #GPOrepeal #socialsecurityupdate #wealthmanagement #governmentemployees
-
Happy New Year! Read our new blog post: 2025 in Review - Where was the volatility? https://lnkd.in/eReJT874
-
Happy New Year! Read our new blog post: 2025 in Review - Where was the volatility? https://lnkd.in/eReJT874
-
Happy New Year! Read our new blog post: 2025 in Review - Where was the volatility? https://lnkd.in/eReJT874
-
Russell's passion for financial planning and working with business owners was inspired early in his life, where he witnessed firsthand the power of comprehensive financial planning. With a unique perspective gained from wearing many hats in various fields, Russell understands the challenges businesses face during expansion and the importance of planning to mitigate risks. He is deeply passionate about relationship-building and values the success of his clients' business pursuits. As one of Astoria's trusted advisors, Russell combines his CERTIFIED FINANCIAL PLANNER? (CFP?) and CERTIFIED EXIT PLANNING ADVISOR (CEPA) designations to guide clients through each phase of life and business. Known for his humor, exceptional trading management, and unwavering commitment to meeting client needs, Russell is always ready to tackle even the most complex challenges. To learn more about Russell, check out his bio at: https://lnkd.in/eTgU3iGY Or contact him directly at: [email protected] #AdvisorSpotlight #FinancialPlanning #Leadership #Community #Businessplanning #CFP #AstoriaStrategicWealth
-