Income & Wealth Advisors LLC

More Info

Coaching you to & through retirement.

General Info

Mission: Coaching you to & through retirement. Helping accumulate, distribute & transfer wealth. Facilitating good stewards of money (Luke 19 Concept). Philosophy: Focused on a 4Core Investment Process of long term growth, tax deferral, stability of principal/income, & diversification through alternative assets. Serving: Individuals, businesses & non-profits. Prior to starting this company, other financial advisors trusted Mike so much that they invested over $750 Million of their clients' money and their own personal money through Mike with the investment companies he represented. He was the Advisor to financial advisors. Securities offered through Fintegra, llc. Member Finra/Sipc and SEC Registered Investment Adviser. Office of Supervisory Jurisdiction phone 763-585-0503. Fintegra is not affiliated with Income & Wealth Advisors llc.HistoryEstablished in 2014.I started Income & Wealth Advisors LLC because I wanted to become more fully satisfied with my work. I enjoyed training financial advisors and I was extremely successful at doing so. In fact, I was recognized as the "Wholesaler of the Year" for 4 straight years for a company with over $100 Billion in assets under management. But the money and success didn't fully satisfy. I was seeking more. Satisfaction achieved through directly coaching investors on one of life's greatest assets and challenges...money. I want to help people understand the psychology behind money so that they can make wiser investment decisions, focused not just on the next 12 months, but also on the next 30 years, as well as the blessings and challenges of leaving money to the next generation. In essence, I want to help you help yourself. And so Income & Wealth Advisors LLC was born. This company is the means by which I can best serve you. In summary, I'm here to joyfully serve you.Meet the Business OwnerMike Massey JD, MBA, MPA, CF S.Business OwnerMike has a law degree, 2 masters degree, he's a Certified Fund Specialist, and he's taking classes towards his 5th degree. Prior to starting this company, other financial advisors placed so much trust in Mike that they invested over $750 Million of their clients' money and their personal money through him with the companies that Mike represented! Over the last 12 years, Mike trained and educated Financial Advisors, Registered Investment Advisors, Banks, Credit Unions, Broker-Dealers, Wire Houses, and Money Managers on various financial products such as annuities, managed money, fixed income instruments, alternatives, life insurance, etc. for the companies which Mike represented. In layman's terms, Mike was The Advisor to advisors. His clients included Merrill Lynch, UBS, Wells Fargo, Morgan Stanley, and LPL, among dozens of others. Mike and his wife, Jenn, will celebrate their 9th wedding anniversary in July. They have a son, Luke, who will be 5 in May.

Email

Managing Director's Email

Extra Phones

5127579065: (512) 757-9065

Services/Products

Mission: Coaching you to & through retirement. Helping accumulate, distribute & transfer wealth. Facilitating good stewards of money (Luke 19 Concept). Philosophy: Focused on a 4Core Investment Process of long term growth, tax deferral, stability of principal/income, & diversification through alternative assets. Serving: Individuals, businesses & non-profits. Prior to starting this company, other financial advisors trusted Mike so much that they invested over $750 Million of their clients' money and their own personal money through Mike with the investment companies he represented. He was the Advisor to financial advisors. Securities offered through Fintegra, LLC. Member FINRA/SIPC and SEC Registered Investment Adviser. Office of Supervisory Jurisdiction phone 763-585-0503. Fintegra is not affiliated with Income & Wealth Advisors LLC.HistoryEstablished in 2014.I started Income & Wealth Advisors LLC because I wanted to become more fully satisfied with my work. I enjoyed training financial advisors and I was extremely successful at doing so. In fact, I was recognized as the "Wholesaler of the Year" for 4 straight years for a company with over $100 Billion in assets under management. But the money and success didn't fully satisfy. I was seeking more. Satisfaction achieved through directly coaching investors on one of life's greatest assets and challenges...money. I want to help people understand the psychology behind money so that they can make wiser investment decisions, focused not just on the next 12 months, but also on the next 30 years, as well as the blessings and challenges of leaving money to the next generation. In essence, I want to help you help yourself. And so Income & Wealth Advisors LLC was born. This company is the means by which I can best serve you. In summary, I'm here to joyfully serve you.Meet the Business OwnerMike Massey JD, MBA, MPA, CF S.Business OwnerMike has a law degree, 2 masters degree, he's a Certified Fund Specialist, and he's taking classes towards his 5th degree. Prior to starting this company, other financial advisors placed so much trust in Mike that they invested over $750 Million of their clients' money and their personal money through him with the companies that Mike represented! Over the last 12 years, Mike trained and educated Financial Advisors, Registered Investment Advisors, Banks, Credit Unions, Broker-Dealers, Wire Houses, and Money Managers on various financial products such as annuities, managed money, fixed income instruments, alternatives, life insurance, etc. for the companies which Mike represented. In layman's terms, Mike was The Advisor to advisors. His clients included Merrill Lynch, UBS, Wells Fargo, Morgan Stanley, and LPL, among dozens of others. Mike and his wife, Jenn, will celebrate their 9th wedding anniversary in July. They have a son, Luke, who will be 5 in May.

Brands

Allianz Life, American Realty Capital, Annuities, Blackrock, DFA Funds via PGR, First Eagle, Hanlon, Ivy Funds, Jackson National Life, Real Estate Investment Trusts, SEI

Payment method

no credit cards

Location

1/2 mile north of the Hill Country Galleria on Bee Cave Road (FM 2244) at the intersection of 2244 & Resaca. Located above the Urgent Care Clinic.

Amenities

Free coffee and water. Elevator. Couch and comfortable chairs.

Accreditation

CFS

Associations

BrightScope.com CleanConduct Badge

Categories

Investments, Annuities & Retirement Insurance Plans, Financial Services, Investment Advisory Service, Investment Management

Reviews

Details

Phone: (512) 757-9065

Address: 11614 Fm 2244 Rd Ste 230, Austin, TX 78738