Turner Wealth Management, Inc.

Where Do You Want Your Financial Path to Take You? From the evening news to financial product carriers it seems everyone has a different opinion on how you should manage your money and plan for the future. With so much contradictory advice, it can be difficult confidently deciding what will work for your specific circumstances. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all. At Turner Wealth Management, we want to serve as a financial advocate you can trust to provide unbiased advice, knowledgeable yet easy-to-understand education, and customized strategies tailored to your specific situation. For more than a decade, we have committed our practice to helping our clients develop a personalized financial roadmap designed to guide them toward their desired destination. We strive to empower them to make confident decisions and take an active role in their financial strategies. Based in Lakeway, Texas, we work with clients in the greater Austin and Houston areas. We take great pride in knowing that we directly contribute to helping our clients pursue their dreams, and we look forward to doing the same for you. Our Firm Over the years, we’ve witnessed a shift in the industry. Rather than focusing on clients’ personal needs, it seems that many advisors are concerned with making sales or fitting them into a model portfolio. However, since no two people are the same, your financial and investment strategies should reflect your unique situations and individual goals. At Turner Wealth Management, we understand the complexities of the financial services industry. Many people don’t have the time or resources to proactively manage their wealth or develop strategies for their financial needs, such as retirement or estate planning. We seek to address this by explaining confusing concepts and helping our clients better understand the investment opportunities available. And just as education is important to our clients so they can make informed decisions, we are committed to continually educating ourselves. We stay up-to-date on the latest market trends and are always looking for opportunities to improve our knowledge and services. Whether we’re working with individuals, families, or business owners, our goal is to provide objective guidance and serve as a resource for their financial needs. We enjoy setting clients on a clear financial path and, as goals or situations change, making adjustments to strategies or assisting with decision-making.

Address: 1008 Ranch Road 620 South, Suite 202, Lakeway, TX 78734, USA

Phone: +1 512 382 9554
FAX: +1 866 853 9096