Our Team
Mission Statement
Watercolor Financial Group’s mission is to stand beside you and help you achieve the peace of mind and confidence to pursue your financial future—no matter what the markets or your life may bring. We help you paint your life's journey.
Your Guide.
We will be a sounding board for your dreams and concerns and assist you in developing and executing an investment strategy that is precisely your own.
Your Partner.
We will be a financial partner who shares your vision and works with you to discover all the possible strategies that can help address your financial goals.
Your Advocate.
We will be an advocate who supports and helps position you to pursue what matters to you today, tomorrow and for generations to come.
What We Do
Watercolor Financial is an SEC registered investment adviser. We are a financial planning and wealth management group based in Austin, Texas, focused solely on helping our clients achieve their goals. Services we offer:
Financial Planning
We assist you with planning and preparing for retirement.
Charitable Giving
Charitable giving is a way people can support a specific cause or organization that is close to their heart. Charitable contributions can be an important part of your estate, tax, and financial planning.
Investment Management
We help you manage your money when you do not have the time, interest, or expertise to do so on your own.
Retirement Planning
We can help make sure you're financially ready to fulfill your retirement goals.