In a year defined by shifting markets, evolving tax strategies, and long-term planning opportunities, having access to trusted investment insight matters more than ever. Thoughtful financial decisions aren’t just about reacting to headlines, they’re about building a clear strategy that aligns with your goals, your family, and your future. That’s why our April Investment Issue focuses on professionals who help West Austin residents navigate complexity with steady guidance and informed perspective.
From structured retirement roadmaps to relationship-driven investment planning and modern approaches to private real estate, the individuals featured in this issue reflect the depth of expertise available right here in our community. Their work centers on long-term growth, disciplined strategy, and personalized planning, helping families make confident decisions in every stage of life.
Guy Alan Weinhold, CFP® AAMS® Edward Jones Financial Advisor
Guy Weinhold, CFP® AAMS and his team oversee and coordinate the financial affairs for families, working professionals, and small business owners across West Austin and the United States. “Our clients are family,” and everything they do revolves around understanding who each client truly is. They take a deep dive into goals, developing holistic, evolving strategies to help clients achieve what’s important to them. Focus areas include Retirement Income Strategies, Wealth Strategies, College Savings, and Charitable Giving, with a special expertise in serving Information Technology professionals and guiding clients through Divorce Finances. Backed by decades of experience and a passion for personal relationships, the team provides guidance tailored to long-term objectives, helping families plan with confidence through every stage of life.
Address: 12700 Hill Country Blvd, #T‑105, Bee Cave, TX 78738
Phone: (512) 263-9499
Website: www.EdwardJones.com
Scoggin Pigg of Rothfeld Financial Strategies Group of Wells Fargo
The team at Scoggin Pigg Rothfeld Financial Strategies Group believes their greatest asset is their people, who genuinely care about clients, their families, and the challenges they face each day. Led by Ritchy Scoggin, AIF®, Ashley Pigg, Cari Rothfeld, CFP®, MBA, Zac Scoggin, Erin Locke, and Rofika Begum, the group leverages decades of experience to develop cohesive investment plans focused on total return, yield focused, and tax efficient strategies. Their approach begins by listening to clients and understanding their goals, then building portfolios that align with objectives and risk tolerance. Their guidance spans retirement planning, wealth management, life transitions, alternative investments, direct indexing, and corporate retirement solutions, all delivered with a collaborative, client-focused approach.
Address: 13215 Bee Cave Pkwy, Bldg A, Suite 150 Austin, TX 78738
Main Phone: (512) 501‑5600
Website: MyRetirementPlanners.com
Neil Kay, Founder of Old Vine Capital
Neil Kay founded Old Vine Capital to provide fiduciary investment guidance and portfolio management for select families, individuals, foundations, and institutions. The firm delivers institutional expertise and custom solutions while focusing solely on objective advice tailored to each client’s unique goals. Neil brings decades of experience in institutional asset management, having managed multi-billion-dollar portfolios for some of the world’s largest firms, and now applies that perspective to building personalized investment strategies. Old Vine Capital provides asset monitoring, financial planning, and guidance across both liquid and non-liquid assets, including real estate, private equity, and charitable endeavors. Their approach is deeply client-focused: understanding objectives, time horizons, risk tolerance, and liquidity needs to create portfolios aligned with long-term growth and legacy planning. The firm emphasizes clarity, fiduciary responsibility, and thoughtful stewardship of each client’s wealth.
Headquarters: Austin, TX
Phone: (415) 990-1420
Website: OldVineCapital.com
Why It Matters
Navigating retirement with confidence starts with disciplined income planning and smart portfolio strategy. Personalized guidance helps align your financial decisions with long-term goals, while private and alternative investments offer diversification beyond traditional markets.
Discover top-rated West Austin advisors at CityLifestyle.com/WestAustin.