Astoria Strategic Wealth

Astoria Strategic Wealth Financial Advisor providing Fee-Only™, fiduciary financial planning & investment management services.

Our new website is live! 🎉💙We’re so excited to finally share the revamped Astoria Strategic Wealth website. We’ve been w...
09/08/2026

Our new website is live! 🎉💙

We’re so excited to finally share the revamped Astoria Strategic Wealth website. We’ve been working on it behind the scenes for a while, and we’re really happy with how it turned out.

Take a look around and let us know what you think!

Visit our new website⁠: www.astoriastrategicwealth.com

Saving for your child’s college education is an important goal. But it shouldn’t come at the expense of your own retirem...
08/19/2026

Saving for your child’s college education is an important goal. But it shouldn’t come at the expense of your own retirement.

The good news? You don’t have to choose between the two.

In our latest blog, we share a few strategies for balancing college savings with building a strong financial foundation for your future.

Your child’s future matters. So does yours.

Read the full blog: Saving for College Without Sacrificing Your Retirement

https://astoriastrategicwealth.com/2026/08/your-childs-future-matters-so-does-yours/

You've probably seen financial advice on Instagram, TikTok, Facebook, Google, or even ChatGPT and wondered: "Does this a...
08/05/2026

You've probably seen financial advice on Instagram, TikTok, Facebook, Google, or even ChatGPT and wondered:

"Does this apply to me?"

The honest answer is... maybe.

Most financial advice online is meant for a broad audience. It can be a great starting point, but your income, taxes, family, goals, investments, and timeline all matter when deciding whether it's the right advice for you.

Before making a financial move based on something you read or watched, take a moment to ask questions.

If something you've seen online has you wondering whether it applies to your situation, let's talk. We're always happy to help separate general financial advice from advice that's actually right for you.

🎉 Two reasons to celebrate today! Happy Birthday to Taylor Wilcox and congratulations on earning the Certified Divorce F...
08/03/2026

🎉 Two reasons to celebrate today!

Happy Birthday to Taylor Wilcox and congratulations on earning the Certified Divorce Financial Analyst (CDFA®) designation!

This certification reflects Taylor's dedication to helping clients navigate one of life's most challenging transitions with confidence and clarity.

A CDFA® specializes in the financial aspects of divorce, helping individuals understand how different settlement options may affect their long-term financial future. From dividing retirement accounts and investments to evaluating the family home, taxes, cash flow, and future planning, Taylor has the knowledge to help clients make informed financial decisions during an emotional time.

We're so proud of Taylor for this accomplishment and grateful to have her expertise on our team.

Please join us in wishing her a very happy birthday and congratulating her on this well-deserved achievement! 🎂🎉

Business is built on relationships, and some of the best conversations happen outside the office. This week, our Managin...
07/28/2026

Business is built on relationships, and some of the best conversations happen outside the office.

This week, our Managing Principal, Kirby, was in New York meeting with clients and colleagues. To cap off the trip, he invited several of them and their families to SpyScape for an afternoon of friendly competition to see who would earn bragging rights as the top spy-in-training.

Based on the final leaderboard, it's safe to say our two youngest players have some serious espionage talent!

We're grateful for every opportunity to strengthen the relationships we've built over the years. Thank you to everyone who joined us for such a fun afternoon.

☀️ Summer is all about making memories.Whether it's a family vacation, a backyard barbecue, a concert, or a spontaneous ...
07/27/2026

☀️ Summer is all about making memories.

Whether it's a family vacation, a backyard barbecue, a concert, or a spontaneous weekend getaway, these moments often become the memories we cherish most.

The goal of financial planning isn't to eliminate spending. It's to make sure your money is supporting the life you want to live.

When your spending reflects your priorities, you can enjoy those experiences with confidence instead of guilt.

This summer, don't focus on spending less.

Focus on spending on purpose.

What are you looking forward to most this summer?

Have you reviewed your estate plan recently?Life changes, and your estate plan should change with it. Whether you've rec...
07/20/2026

Have you reviewed your estate plan recently?

Life changes, and your estate plan should change with it. Whether you've recently gotten married, welcomed a child, changed jobs, or simply haven't looked at your documents in years, taking a few minutes to review your plan can make a meaningful difference.

Our newest blog includes an easy to follow estate planning checklist covering:

✔️ Wills and trusts
✔️ Powers of attorney
✔️ Healthcare directives
✔️ Beneficiary designations
✔️ Asset titling
✔️ And more

Read the full blog here:
https://astoriastrategicwealth.com/2026/06/estate-planning-checklist-key-items-to-review/

🎁 Happy National Give Something Away Day!Today is a great reminder that giving back can make a difference for both the c...
07/15/2026

🎁 Happy National Give Something Away Day!

Today is a great reminder that giving back can make a difference for both the causes you care about and your overall financial plan.

If you're planning charitable donations this year, consider whether gifting appreciated investments instead of cash could be a smarter strategy. Combined with a Donor Advised Fund, this approach may help you reduce taxes, simplify your giving, and maximize your charitable impact.

Want to learn more? Check out our blog:
The ABCs of Gifting Appreciated Securities

https://astoriastrategicwealth.com/2024/11/the-abcs-of-gifting-appreciated-securities-2/

What an incredible evening! 💚We loved bringing together so many amazing women in the Austin community for a night of mea...
07/08/2026

What an incredible evening! 💚

We loved bringing together so many amazing women in the Austin community for a night of meaningful conversations, new connections, and financial confidence.

From networking with inspiring professionals to celebrating women supporting women, the room was filled with encouragement, laughter, and genuine connection. It was a reminder that when women come together, incredible things happen.

Thank you to everyone who joined us and helped make the evening so special. We can't wait to host another Power of Your Purse event!

Special shoutout to Consuela and Kendra Scott for our awesome raffle items to benefit the Kendra Scott Foundation.

Mid-year check-in!It's hard to believe we're already halfway through the year. Whether you've made big strides toward yo...
07/06/2026

Mid-year check-in!

It's hard to believe we're already halfway through the year. Whether you've made big strides toward your financial goals or taken a few small steps in the right direction, every bit of progress matters.

Maybe you've increased your retirement contributions, paid down debt, built your savings, or finally started investing. Whatever it may be, we think it's worth celebrating.

What's one financial goal you've made progress on so far this year?

Share your win in the comments below. We'd love to hear it!

Address

New Braunfels, TX

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

Telephone

+18883217374

Website

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