Find Top Financial Advisors in Austin, Texas

With over a decade of experience in the financial sector, I am the founder and CEO of Carvalho Investment Group, a company that provides personalized investment advisory services to clients in the United States. I hold the Series 7 and 66 licenses, as well as a personal investment advisor certification from Merrill Lynch. I am fluent in English, Portuguese, and Spanish, and have a deep understanding of the market dynamics and regulatory framework. Prior to founding my own company, I was a financial advisor at Merrill Lynch Wealth Management, where I managed a portfolio of high-net-worth individuals and families (over $100 million in assets under management), and helped them achieve their financial goals. My core competencies include investments, technical analysis, market analysis, retirement planning, investment management, risk management, client relationship, compliance knowledge, analytical skills, and communication skills. I am passionate about creating value for my clients and partners, and leveraging my cross-cultural and bilingual skills to expand my network and reach. I am always eager to learn new skills and explore new opportunities in the financial industry.

A fully independent boutique wealth management firm dedicated to protecting, optimizing, and growing the wealth our clients have worked hard to build.

Beck Capital Management has been helping individuals, families, and businesses manage their investments since 1997. Our mission is to offer an alternative to the one-size-fits-all approach common in the industry. We utilize in-house, custom-built portfolios, designed to align with each client's goals and risk tolerance - often with lower fees than larger, layered institutions.

We serve high-net-worth individuals, including retirees, successful professionals, executives, and business owners. We view our client relationships as true partnerships, and as financial fiduciaries, we are committed to putting the interests of our clients first, building lasting partnerships based on trust, transparency, and results.

Our independent status is unique. It allows us to remain impartial in our advice and serve our clients in a fiduciary capacity. We accrue no benefit from brokerage services, commissions, finder fees, or product sales of any kind. We integrate the planning, investment, and tax disciplines to maximize after-tax wealth and align our clients assets with their ideal vision of the future. Savant has consistently received local and national recognition.

We are a fee-only investment advisor and use an 'advance and protect' strategy to minimize market losses during negative markets and rank and compare sectors and options to find the best trending holdings in positive markets. We are registered with the state - rather than with a firm - so that our one loyalty and commitment is to you - our client - and not to 'wall street' or special interests. Typical accounts we can manage: IRA, Roth, 401(k), individual, joint, trusts.