These are the boogeymen of adulthood. If you've got them covered, you sleep better at night, right? But even if you have addressed them one by one, do you worry that there's no overall plan? As your financial planner, I use a very broad set of skills and experiences to ensure that the different pieces of your financial life work together.
I add the most value when you really let me dig into things and take a look at all your insurance (I don't sell it), your household budget, tax returns, and, finally, your investments. Here's where I toot my own horn: I have both law and business degrees (Hook'em!) and I've been investing in the stock market since I was 19 years old (I bought a closed end emerging market fund-didn't really know what that was).
I add the most value when you really let me dig into things and take a look at all your insurance (I don't sell it), your household budget, tax returns, and, finally, your investments. Here's where I toot my own horn: I have both law and business degrees (Hook'em!) and I've been investing in the stock market since I was 19 years old (I bought a closed end emerging market fund-didn't really know what that was).
Services
Holdfast Wealth Management, LLC, is a fee-only wealth management firm founded by John Dapper, JD, MBA, AAMS and based out of Austin, Texas. Simply put, we strive to be our client's trusted advisor. As a fee-only firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investments results.
I consider myself a native Austinite as my family moved here when I was three. I grew up in north Austin, attended Reagan High School, was valedictorian and an Eagle Scout, and played soccer and was in the orchestra. I got a full academic scholarship to Southwestern University in Georgetown where I studied economics and political science.
The Holdfast philosophy is simple. I want to get to know you in order to help you make the best decisions possible. I want to be your first call when you have financial questions and be your most trusted advisor. I am dedicated to providing holistic investment management and strategic wealth planning to my clients.
A strong planning process is the best way to create a more financially secure plan. It is crucial to create a financial plan that seeks to protect your needs now, and that plans for the future, in a tax efficient manner. It is my goal to assist you to build a solid financial structure that will stand the test of time and that will grow and build wealth for you and your family.
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