Our Years of Experience Have Prepared Us To Guide You Through Life’s Changes
Authentic Wealth is a boutique, independent investment advisory firm founded by CEO Chad Frantzen in 2011. Chad had a mission to serve the evolving wealth management and financial planning needs of families, entrepreneurs and business owners in Texas. Since its foundation, Authentic Wealth has grown to serve the needs of clients across the United States.
Most recently, in the aftermath of the COVID-19 global pandemic of 2020, Authentic Wealth has emerged as a specialist in helping clients apply Biblical principles to their wealth management needs. We place a high priority on making an impact for the greater good of the world with finance.
Manage Your Wealth with Integrity and Values to Benefit the Next Generation.
Key Benefits of Being an Independent RIA
We adhere to a higher legal standard. As a fiduciary, we consistently serve the best interests of our clients.
As a firm, we have no sales quotas and offer unbiased and tailored advice to address your particular needs and objectives.
Wise counsel includes taking into account how to save on taxes, protect assets and plan for legacy.
We invest in cutting edge technology to ensure our clients have access to the latest and greatest innovative tools.
Ongoing education to you as a client is important to our team.
We bring together an ensemble of first-class strategic partnerships for the betterment of your financial success.
Our Mission Is Your Financial Success
At Authentic Wealth, we strive to provide customized innovation and wisdom for overcoming the obstacles you face and emphasizing your strengths. We act as your financial coach with an unwavering commitment to authentic advice, integrity and holistic service.
We are intentionally focused on clients and our objective is to empower each person we serve to maximize the impact their resources of finance, influence and talents have on the world for the greater good.