Business Details
38 Years
experience
Your Trusted Partner for Wealth Management in Austin
Maslow Wealth Advisors has served as a trusted fiduciary for business owners, families, and individuals in Austin, Texas for over 35 years. Our team of certified professionals brings extensive expertise in private wealth management, combining personalized strategies with a proprietary Hierarchy of Wealth methodology. We specialize in tax optimization, portfolio management, financial planning, and estate alignment, ensuring each client's unique needs are met with precision. Our commitment to lifelong learning and client-centric values drives our approach to wealth management. We maintain independence and transparency, prioritizing client interests above all else. With $1.5 billion in client assets managed, we deliver sophisticated solutions grounded in financial science.Our collaborative team structure ensures seamless coordination across all aspects of wealth planning. Recognized for our fiduciary responsibility, we help clients transform financial goals into actionable realities. Our track record demonstrates consistent success in navigating complex financial landscapes. We remain dedicated to evolving our services while maintaining the highest standards of professional integrity.
Services
Tax Optimization
Portfolio Management
Financial Planning
Estate Alignment
Details
- Year established: 1988
Highlights and features
- We offer 35+ years of experience in private wealth management
- Our team manages $1.5 billion in client assets with precision
- We operate as 100% independent fiduciaries
- Our proprietary Hierarchy of Wealth methodology guides all planning
- We provide seamless coordination across all financial disciplines
Services
Tax Optimization
Our tax optimization service employs strategic planning to minimize tax liabilities while maximizing wealth preservation. We analyze asset locations, implement tax-advantaged strategies, and coordinate with client accountants for comprehensive solutions. The service includes charitable giving strategies and continuous portfolio tax optimization to enhance after-tax returns.
Portfolio Management
We create customized investment portfolios aligned with clients' financial plans and risk tolerance. Our evidence-based approach combines financial science with active risk management, including regular rebalancing and tax loss harvesting. Clients benefit from exclusive access to our in-house investment analysts and sophisticated portfolio monitoring tools.
Financial Planning
Our comprehensive financial planning utilizes the proprietary Hierarchy of Wealth methodology to address all aspects of clients' financial lives. We conduct detailed cash flow analysis, balance sheet optimization, and goals-based planning to create actionable roadmaps for achieving short and long-term objectives.
Estate Alignment
This service ensures clients' wealth transfer objectives are met through thorough review of existing estate plans and coordination with legal advisors. We focus on tax-efficient strategies, beneficiary analysis, and wealth preservation techniques to maintain client intentions while minimizing estate tax liabilities.
People
Tylor Bordelon Seaman
Chief Executive Officer
CFA and CFP professional with MBA from University of Texas. Leads client experience initiatives and team development. Specializes in financial planning and investment strategy with 15+ years in wealth management.
Matthew Jachimiak
Chief Investment Officer
CFA and CAIA charterholder with chemical engineering background. Oversees investment strategy and portfolio management. Serves on CFA Society of Austin board with 20+ years in financial services.
Ashley Kilgust
Chief Culture Officer
CFP professional with master's in family financial planning. Develops customized financial strategies for clients. Brings expertise in comprehensive financial planning and client relations with 7+ years at the firm.
Fred Frey
Partner
CFP and CPA with naval service background. Focuses on long-term investment strategies and wealth planning. Combines financial expertise with practical solutions for clients' money management challenges.
Janie Richards
Partner
CFP professional with operations management experience. Oversees client experience initiatives and account maintenance. Applies Lean Six Sigma methodology to improve service efficiency and client satisfaction.
Questions
What services does Maslow Wealth Advisors offer?
We provide comprehensive wealth management including financial planning, portfolio management, tax optimization, and estate alignment services tailored to individual client needs.
Are you fiduciaries?
Yes, we operate as 100% independent fiduciaries, always prioritizing client interests in all recommendations and decisions.
How do you approach financial planning?
Our proprietary Hierarchy of Wealth methodology systematically addresses financial goals across six tiers, ensuring foundational needs are met before pursuing higher objectives.
What experience do your advisors have?
Our team includes CFA charterholders, CFP professionals, and specialists with decades of combined experience in wealth management and financial planning.
How are investment portfolios managed?
We create customized portfolios grounded in financial science, with ongoing rebalancing and tax loss harvesting strategies to maintain optimal risk/return profiles.
Do you work with out-of-state clients?
While based in Austin, we serve clients nationwide through our comprehensive digital platform and personalized advisory approach.
