Aspire. Plan.

Live Abundantly.

Wealth

Management

Financial

Planning

AI-Enhanced Wealth Management with Four Decades of Experience

Technology Sees Further. Wisdom Knows Where to Look.

Fees as Much as Two-Thirds Less Than the Competition

Four Pillars That Guide Everything We Do

Our philosophy

What Sets Us Apart

Independent RIA
As an independent Registered Investment Advisor, we are legally bound to act in your best interest. We provide comprehensive wealth management services tailored to your unique situation, working with top estate planning attorneys and CPA firms or collaborating with your trusted advisors to develop fully customized, durable strategies.
Schwab Custodian
Your assets are held with Charles Schwab, one of the largest and most trusted custodians in the industry. We consult on retirement assets held with our custodian partner or outside retirement accounts (401K, 403B) and implement cost-effective, risk-adjusted portfolios targeted to meet your retirement needs. Fully customized to your specifications and price competitive.
AI-Powered Efficiency
We combine decades of advisory wisdom with cutting-edge technology to deliver smarter, more efficient wealth management. Our approach includes solutions for custody, DVP, performance reporting, and brokerage services — all enhanced by modern tools to identify opportunities and manage risk while keeping the human element at the center of every decision.
Four Decades of Wisdom
Scott Zodin personally manages every client portfolio — no committee, no delegation, no hand-off. With nearly four decades navigating equity, fixed income, and derivatives markets, he has managed hundreds of millions of dollars across every market cycle. His approach is hands-on and research-driven, combining deep fundamental analysis with a keen understanding of macroeconomic forces, interest rate dynamics, and global capital flows. Experience earned through decades of real-world portfolio construction, not textbook theory.
35+
Years of Experience
UT
Austin, Texas Based
1987
Advising Since

Comprehensive Wealth Management Solutions

Insights

Stay informed with KWM Insights, our look at critical issues facing the fixed income and equity markets, and our proprietary equity and bond portfolios.

The Tax-Free Edge: Why Municipal Bonds May Be the Most Overlooked Income Opportunity in Today’s Market

The $106 Trillion Blueprint: Why Global Infrastructure Is the Investment Opportunity of a Generation

Trusted By Our Clients