Parrott Wealth Management is an independent, fee-only, fiduciary financial planning, and investment management firm serving families and individuals. Our mission is to remove confusion, complexity, and worry from the financial planning and investment management process so you can pursue a life of purpose.
We're located in Austin, Texas, and work with clients across the country. At PWM, we want to help you achieve your dreams and find your passion so you can enjoy your second half, your next adventure. We want to be part of your retirement team. We invite you to click around, read a few blogs, or download our retirement income report.
We're located in Austin, Texas, and work with clients across the country. At PWM, we want to help you achieve your dreams and find your passion so you can enjoy your second half, your next adventure. We want to be part of your retirement team. We invite you to click around, read a few blogs, or download our retirement income report.
Services
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.
Parrott Wealth Management is a fee-only investment management and financial planning firm. We work with individuals who want to live a purposeful retirement. I am a Certified Financial Planner practitioner and have held this designation since 2003.
A Registered Investment Advisor is defined by The Investment Advisers Act of 1940 as a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications."
A Registered Investment Advisor is defined by The Investment Advisers Act of 1940 as a "person or firm that, for compensation, is engaged in the act of providing advice, making recommendations, issuing reports or furnishing analyses on securities, either directly or through publications."
Parrott Wealth Management offers comprehensive financial planning for individuals and families. We'll construct a customized and unique plan to help you identify your financial goals and dreams. Your financial plan is the cornerstone of what we do for you at Parrott Wealth Management, and it will align your investment holdings to your financial goals.
Your 401(k) plan may be your largest asset, larger than your home. However, most individuals pay little attention to this treasured asset. To increase your odds for a successful and confident retirement take time and get advice on setting up your plan. Our goal is to help you live a purposeful retirement.
Your investment solution is aligned with your financial plan. Your financial plan will guide us as we construct your unique portfolio whether it's to preserve your family wealth or grow it for the future. Your portfolio is built with low-cost mutual funds, exchange-traded funds, individual stocks, bonds, or options.
Reviews (1)
Dr. How
Jul 23, 2020
Report
Parrott Wealth Management is an Austin based firm. The owner Bill Parrott and his assistant Janet Jackson (no relation to Michael) are working to help people build wealth and retire with more than enough resources. I found their system very beneficial and insightful. I am a local business owner. My family's financial future depends on me being alive and my business producing income. Bill introduced me to Key-Man insurance which is like life insurance for business owners that can be expensed by the business. I sincerely appreciate both Bill and Janet's effort and talent to give me a clear vision
