Parrott Wealth Management is an independent, fee-only, fiduciary financial planning, and investment management firm located in the heart of Austin, TX. Parrott Wealth Management provides tailored financial planning and investment advice to individuals and families based on their goals.
As a registered investment advisor, We only work for you, and we are not encumbered by a bank, brokerage firm, or insurance company. Our sole purpose is to help you grow and protect your wealth.
Parrott Wealth Management offers retirement planning, financial planning, and investment management.
Here is a shortlist of how we work:
- Initial consultation to determine your needs and discuss your goals. There is no cost for your consultation.
- Investment review to explore your asset allocation, risk level, and performance.
- Fee audit to ensure your fees are low and appropriate for the assets you own and the services you're receiving.
- A financial plan to sync your investments to your needs and goals. Your financial plan is the cornerstone of the services you will receive from Parrott Wealth Management.
- An investment portfolio consisting mostly of low-cost mutual funds and ETFs.
- We offer quarterly reviews, a monthly newsletter, and 24/7 access to your account.
Whatever you do, work heartily, as for the Lord and not for men.