Weinheimer Wealth Management

Specialties

Weinheimer Wealth Management is a fee-​based Boutique Wealth Management firm located in the heart of Barton Creek and serving the wider Central Texas Community. We provide comprehensive wealth management including:

— Personal & Business Financial Planning

— Investment Management & Asset Protection

— Insurance Planning & Analysis of Current Coverage

— Estate Tax & Income Tax Planning

— Business Exit Planning & Retirement Plans

Free Consultations

History

Established in 2000.

Most don’t know this, but Matt Weinheimer began as an intern for Donald Ames back in 2000. Over time, Don and Matt would expand the business from a small agency to the full-​service comprehensive financial planning practice it is today!

Meet the Business Owner

Matt W.

Business Owner

Matt Weinheimer, CFP®

Matt brings more than 15 years of experience to understanding the financial and emotional issues behind helping to transition from acquiring wealth to help grow and protect that wealth. Deeply familiar with the emotional and financial challenges associated with transitioning wealth for executives, entrepreneurs and inheritors, among others, Matt seeks to understand each client’s current situation and goals and craft a flexible and enduring financial, investment and risk management plan.

A graduate of Texas State University, Matt earned a B.B.A. in Finance in 1997 and is a CFP® professional. His charitable endeavors include: serving on the board of the Rotary Club of Austin, he is the former president of the Young Men’s Business League, and continues to serve on the capital campaign committee of the Austin Sunshine Camp.