PHONE | 919.322.4113
WELCOME, AUSTIN! PATRIOT WEALTH’S NEW TEAMMATE
character is his potential — it’s something we do our best to foster on a daily basis. Austin explains this process better than we could: “I like the challenge of learning. To be an asset, I first need to get my feet wet. It’s all part of the process.” But it’s not just about learning for the betterment of his career. “Learning everything is the best way to help our clients.” Austin came to us after testing the waters elsewhere, searching for his true calling. “I experienced Wall Street and what a career in that environment might provide me. I explored a variety of routes. What I realized is that these paths wouldn’t facilitate my passion.” Ultimately, it’s your drive that gets you through tough times. For Austin, his passion and our mission aligned perfectly. “[Wall Street] came down to products more than service. What drew me to Patriot Wealth is that it’s a firm that works under the fiduciary standard.” It’s rare to find such a robust set of moral beliefs in anyone, let alone in a recent graduate. Everyone has a favorite part of what they do. For Austin, it’s service. “I want to help people help themselves. There are so many financial pitfalls Americans fall into. I want to help them navigate these tricky waters and find financial peace.” We’re fortunate to have such a great new member and look forward to the many lives he will change.
Our team at Patriot Wealth prides itself on having the utmost ethical and moral responsibility when it comes to running our business. It’s a core value of ours to represent your hard-earned money and reputation with integrity. We view having strong beliefs as being a significant advantage, but holding true to them doesn’t come without its challenges. Hiring new team members who fit our standards can be difficult. Luckily for us, we found Austin, and we couldn’t be more excited. He embodies everything we look for in a financial planner. The only thing that may outweigh his
Investment Advisory Services offered through Retirement Wealth Advisors (RWA), a Registered Investment Advisor. Patriot Wealth and RWA are not affiliated. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
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