Vanessa McElwrath (CFP®, CPA)

Vanessa McElwrath focuses in the
following client markets or areas of practice:

Business Owners

Corporate Executives

Estate & Generational Planning Issues

High Net Worth Client Needs

Tax Planning

Women's Financial Planning Issues

Planning Specialties

With over 10 years of experience in financial services in Austin, Texas, Vanessa specializes in developing comprehensive wealth plans and creating portfolios based in Nobel-prize winning research. Vanessa considers your goals alongside her extensive experience in investment consulting, estate and asset protection planning, tax planning and employee benefits planning. She helps clients work through complex financial issues and partners closely with their tax, legal, and insurance advisors to ensure a comprehensive and coordinated approach. Vanessa believes in giving clients solid, unbiased advice and building relationships that make a tangible, positive difference in their lives.

Additional Information

Vanessa is a Certified Public Accountant (CPA) and a Certified Financial Planner (CFP®). She specializes in creating investment portfolios with financial planning in mind.