Austin Wiese
Wealth Management Advisor|CFP®, WMCP®, ChFC®, CLTC®
Client Testimonial
We were sold on working with Austin from day one and have never second-guessed ourselves. When others immediately wanted to "fix" things, Austin complimented our efforts with our finances over the years and has always been curious about what is important to us and when and how we want to retire. Other advisors we met with seemed tired or set in their way and ready to retire, but Austin is eager and enjoys learning and researching more. Not only do we trust Austin's impressive knowledge regardless of age, but we also take comfort in the fact that he'll be around to see us through retirement. Why would you go with anyone else?
Client Testimonial
I had discussed my father's estate with him before he passed away and I thought I knew everything but was shocked at how complex it was to navigate when he passed away. Thankfully, Austin stepped in during this difficult time. From that experience, I learned that I wanted to have one advisor to bring everything together. It did require work but has been worth the effort! Austin's team has been able to spot opportunities in areas that I thought were under control. He's been a pivot in my planning and has provided confidence even when the market is down. I appreciate that he reaches out even when he knows it might sting. One of the great insights I've had from our work together is that Austin has helped me find more value in my money by encouraging me to create memories with my heirs now vs. waiting until I'm no longer around. I'm thrilled about our upcoming trip to Ireland. I don't think I would have considered that on my own.
Client Testimonial
Austin clearly spends a lot of time being good at what he does and has a passion for financial planning. While he is a clear expert, he remains approachable and easy to understand. When my income was approaching a new level, he was on top of the impact and presented ideas for how we would need to pivot. Now the roadmap he has created gives me confidence that I can retire within 10 years and know that I'll have stability in such a critical role throughout retirement.
Client Testimonial
If you want someone to take it off your plate, so you can do what you are hired to do Austin is your guy! Because I trust Austin with my personal finances, I can also trust him with my business planning which makes it easy. Financial products can be similar from company to company, but my trust in Austin and the relationship we have built is what makes me work with him.
Client Testimonial
I've known Austin for years. He's absolutely in the right career for him! It's wonderful to have a personal relationship with the person managing my finances. If I ever wake up and think of something, I can shoot him a text or call, and he's there and on top of it. The fact that Austin also manages our companies financial planning and brings us value like a 401K for our employees is tremendous. Having everything with one person is excellent, and I don't have to worry.
Client Testimonial
Austin has checked all the boxes! He communicates on a level I understand and presents information in various ways that invite questions, recognizes my unique situation, and helps me prepare for what I can't see coming while there are a lot of moving parts as a small business owner, the fact that he advises on both personal and my business needs demonstrates that he cares about my future and making my financial journey better in the long run. Austin excels in planning how money works over prolonged periods. What he provides is unique and extremely valuable!