Plan Simply. Live Fully.

At Wealth Strategies, we provide comprehensive financial planning that meets you where you are and adapts as life changes. From first steps to complex strategies, our clients in Central Texas get clear guidance and ongoing coaching rooted in their goals.

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Empowering You to Achieve Financial Freedom

For more than 30 years, Wealth Strategies Inc. has served as a trusted financial advisor in Central Texas for families, professionals, and small business owners along the I-35 corridor—from South Austin and Circle C to Kyle and San Marcos. Our women-led team brings a warm, professional touch and a fiduciary financial coach mindset to every conversation. Whether you need a financial planner in Buda, Texas, or wealth management in the greater Austin area, we can help you make smart decisions with confidence and clarity.

What We Do For Our Clients

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Financial Planning & Coaching

A personalized roadmap for budgeting, saving, investing, and protection that fits real life in Central Texas.

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Retirement & 401(k) Planning

Specialized support for 401(k)/403(b), IRA rollovers, Social Security timing, and income planning for your Texas retirement.

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Investment Management

Evidence-based portfolios and disciplined rebalancing designed for long-term growth—no guesswork or hype.

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Insurance & Risk Management

Life, disability, and long-term care reviews to help protect income, family, and business continuity.

Why Choose Wealth Strategies Inc.?

We combine experience, heart, and a disciplined process to keep you on track through market cycles and life transitions.

Based at 142 Cimarron Park Loop, Suite F, Buda, TX 78610—near Historic Main Street, Buda Mill & Grain Co., and just off I-35, we serve Buda, Austin, Kyle, San Marcos, Westlake Hills, and surrounding neighborhoods.

Experienced & Credentialed Team

Decades of service, professional designations, and a culture of continual learning.

Personalized, Holistic Approach

Plans connect cash flow, investing, retirement, insurance, and tax awareness.

Local Presence, National Reach

Buda headquarters serving Hays County and the Austin metro—plus clients across the U.S.

Education & Transparency

Plain-English guidance, open fees, and ongoing coaching that builds confidence.



Client Access That Fits Your Life

Secure portal access for account visibility and simple document sharing.

Get Started—Your Financial Future Awaits

Start the conversation today. Contact us to schedule a free consultation and see how we can help you reach your financial goals with confidence.

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