
11 - 50 employees
💸 Finance
👥 B2C
Finance • B2C
Maslow Wealth Advisors is an Austin-based, SEC-registered fiduciary wealth management firm. The company provides full-service wealth planning and management, offering personalized and purpose-driven advice that extends beyond clients' investment portfolios. With over 60 years of combined experience, Maslow acts as a true wealth manager for individual clients; website content emphasizes that information is for educational purposes and not investment, legal, or tax advice.
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Senior Operations Specialist managing client onboarding, account operations, and trading support. Improving scalable processes for a growing Austin wealth management firm.