portrait of Austin Sturrock
FINANCIAL ADVISOR
Accepting New Clients
Serving clients of all asset levels
CallSend Me a Message

About Austin

Partnering with a financial advisor is more than just constructing portfolios; it is partnering with a financial advisor that will assist with every financial decision throughout life – a complete wealth strategy experience.

I make sure that I truly understand what my clients are trying to accomplish with their money and implement strategies to help them reach their goals. I'm dedicated and passionate about helping other people understand how they can achieve the retirement of their dreams!

As a client, you can expect to get a very personalized portrait of your financial picture and implementation of strategies to help you reach...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • College Savings

Certifications

  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPS™

    Chartered Retirement Plans Specialist™

Personal Interests

  • Golfing
  • Vintage Cars
  • Football
  • Hunting
  • Sports Enthusiast

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:30PM
Tue 08:30AM - 05:30PM
Wed 08:30AM - 05:30PM
Thu 08:30AM - 05:30PM
Fri 08:30AM - 05:30PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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