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BirdRock Wealth
Guía financiera experta para un futuro seguro y próspero en Austin.
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Business
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Guía financiera experta para un futuro seguro y próspero en Austin.
BirdRock Wealth es una firma de asesoría financiera confiable con sede en Austin, Texas, que se especializa en gestión de inversiones personalizada y planificación de la jubilación. El equipo, liderado por Steve Levy, ofrece servicios fiduciarios con un enfoque en la educación del cliente, la diversificación de carteras y el crecimiento a largo plazo. Conocida por su enfoque práctico y su compromiso con la transparencia, BirdRock Wealth ayuda a individuos, emprendedores y familias a navegar transiciones financieras y lograr sus objetivos con cuidado y claridad.
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Gestión de carteras personalizada con estrategias de diversificación, que incluyen acciones, ETFs y inversiones en el sector tecnológico, adaptadas a su tolerancia al riesgo y a sus objetivos.
Guía integral para ayudarle a alcanzar sus metas de jubilación mediante ahorros estructurados, asignación de activos y estrategias de crecimiento a largo plazo.
Asesoría experta en gestión de patrimonio, transferencias de activos y decisiones financieras, brindada por fiduciarios comprometidos con su éxito.
Evaluaciones periódicas de sus inversiones con informes claros sobre rendimiento, porcentajes de crecimiento y ajustes para mantenerlas en el camino correcto.
Apoyo rápido ante necesidades financieras urgentes, incluyendo transferencias de fondos rápidas y atención al cliente ágil durante situaciones de emergencia.
Calificación general
Roberta Levy
I requested that funds from my account be sent to me asap to assist with an emergent situation. This request was performed expeditiously and I was extremely happy with the results from the staff and their concern. Thank you!
TEXAS DRONE SOLUTIONS
I recently began working with Steve Levy and the team at Birdrock Wealth after leaving my 9–5 to start my own business. Steve has been instrumental in helping guide me through this transition - offering expert advice without ever coming off pushy or salesy. He’s incredibly knowledgeable, down-to-earth, and genuinely committed to his clients’ success. The entire Birdrock Wealth team has been equally impressive - professional, attentive, and easy to work with. If you’re looking for trusted guidance and a team that treats your financial future with care and clarity, I would highly recommend Birdrock Wealth.
Nikki Tanner
I knew nothing about investing when I moved to Austin. Steve was highly recommended and I moved all my assets over to Charles Schwab for him to manage. I have since moved away from Austin and decided to transfer the accounts to my E*Trade where I’m managing them myself as I’ve taken a strong interest in trading as of late. As I’ve familiarized myself with the investments he structured for me, I’ve learned a lot. I’m so grateful that he captured some of the greatest buys for me in the tech sector and some well appointed ETFs. He has done a nice job diversifying, but not at the expense of the performance of the portfolio. Although some of the stocks he chose are more conservative (to meet my risk tolerance) they have some nice dividends. Because I’m in the infancy of learning to manage my own assets, he was happy to discuss what trades should be made to update the portfolio moving forward. He even offered to meet with me in the future for a reasonable fee just so I can stay on track. He’s the nicest guy!
Tanya Allen-Mirabal
I first met Steve years ago & we had spoken several times about my investment portfolio & asset management & through these conversations & time, I really got to know him & his firm so I decided to invest in myself & trust them with my financial assets. I am so glad I did, my portfolio is growing & with each review Birdrock helps me understand what I need to concentrate in & why and I can say I trust his team emphatically to help me get to my retirement goals. He & his team are fiduciaries so I know I can trust them to really care about my needs and guide me in the right direction and to have my back. I love that I can see my portfolio and the percentage it's gone up & can compare that to what I've put in, in 6 month intervals. This really helps me see that with them managing my funds it's going up over the long haul even with the markets ups & downs. Thank you so much to Steve & the team for being a great guide!
Cory Brown
Steve and his team are top notch financial advisors. If there were more stars I could give this company I would. This company is very trust worthy and they take great care of their clients. They provide excellent service and stand by their word. They have been doing business for many years and follow the market everyday and really keep their finger on the pulse of the market to make sure they are helping educating their clients in making sound and life long decisions. I'd recommend Steve and his team to anyone and everyone looking!
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