AXR Investments

AXR Investments is an Austin-based wealth management firm serving business owners and high-impact professionals, including W-2 employees. Its approach combines investment planning with tax-aware strategies and estate coordination, aiming to help clients keep more of what they earn and align their finances with the life they want.

Services include portfolio design using public equities, diversified stock portfolios, private investments where appropriate, and income products with downside protection. AXR also offers tax-loss strategies, exchange funds for concentrated stock positions, and property-related planning. For business owners, the firm provides guidance on Solo 401(k) and defined benefit plan design, expansion planning, and property acquisition strategies. Its planning may also include developing a Roth framework and estimating sustainable investment withdrawals.

AXR describes its process as a free introductory conversation and discovery analysis, followed by a focused review of the client’s financial path. For clients who proceed, the firm helps open accounts, transfer assets, build an investment mix, and provide ongoing portfolio management and rebalancing.