BirdRock Wealth

BirdRock Wealth BirdRock Wealth is a Registered Investment Advisor based in Austin, TX. Our goal is to help our clients secure their financial future.

BirdRock Wealth is a Registered Investment Advisor based in Austin, TX and has assets under management of $150 Million. BirdRock Asset Management is an Informa-PSN Top Gun Money Manager Of The Decade and Steve Levy is a six-time Texas Monthly Five Star Wealth Manager. The firm's Small Cap portfolio is also ranked Five Stars by Morningstar as of 2/23/2023. Investment performance is GIPS (Global Investment Performance Standards) verified by ACA Compliance Group.

07/17/2026

Retirement planning isn't just about getting the math right. It's about making sure the math serves the right goal.

That's the philosophy Jack Tamez brings to BirdRock every day.

As our Senior Research Analyst, Jack tracks portfolio metrics, builds quantitative models, and evaluates business and market trends — all to make sure client portfolios are grounded in rigorous, real-world analysis. Before joining BirdRock in 2013, he was a senior trader at Kershner Trading Group. He holds a B.S. in Applied Mathematics from UT Austin.

But what makes Jack effective isn't just the credentials. It's the way he applies that precision to questions that actually matter to clients: Will this last? Am I on track? What happens if things change?

If you're navigating retirement — or starting to think about it — consider what it might look like to have that level of analytical depth working for you, not just for a portfolio number on a page.

That's what we're here for at BirdRock.

Planning ahead is powerful.

🔗 birdrock.com

07/16/2026

At BirdRock, we operate as fiduciaries, which means we have a legal obligation to put your interests ahead of ours. No commissions. No products. No hidden agenda.

Just a long-term plan built around your goals, your timeline, and your life.

And when markets get noisy? We're here to remind you to breathe. Because we've planned for this, and this too shall pass.

Planning ahead is powerful.

*For informational and educational purposes only — not investment advice or a recommendation. Speak with an adviser before making financial decisions. Past performance is no guarantee of future results.

Your instincts have gotten you far in life. But when it comes to investing, they can quietly work against you.Confirmati...
07/15/2026

Your instincts have gotten you far in life. But when it comes to investing, they can quietly work against you.

Confirmation bias, loss aversion, overconfidence, trend-chasing — these aren't character flaws. They're deeply human patterns that even experienced investors fall into. The difference between a portfolio that drifts and one that stays on course often comes down to having someone in your corner who can spot these patterns before they cost you.

At BirdRock Wealth, we help clients understand not just the markets, but the decisions they're making within them. Because clarity and confidence aren't just nice to have — they're the foundation of a financial plan that actually works for your life.

Read more in our latest blog.
https://birdrockwealth.com/common-investor-biases-and-how-they-can-impact-your-finances/

Planning ahead is powerful.

*For informational and educational purposes only — not investment advice or a recommendation. Speak with an adviser before making financial decisions. Past performance is no guarantee of future results.

07/11/2026

You put in the work. You built something real. But hard work alone doesn't keep you in the driver's seat — a solid financial plan does.

At BirdRock Wealth, we help you connect the dots between what you've built and the life you actually want to live. Not just retirement someday. A life in motion, now.

Planning ahead is powerful. Let's make sure yours is working for you.

🔗 Link in bio to start the conversation.

Money talks are hard enough on your own. Add two different money personalities to the mix, and it can feel like you're s...
07/10/2026

Money talks are hard enough on your own. Add two different money personalities to the mix, and it can feel like you're speaking completely different financial languages.

The good news? Opposite money styles don't have to be a source of conflict. With the right conversations and a shared plan, they can actually complement each other.

Our latest blog breaks down how spender-saver couples can find common ground, from setting up regular money check-ins to building a strategy that honors both partners' priorities.

Read it:
https://birdrockwealth.com/when-a-spender-and-a-saver-fall-in-love-financial-management-for-couples/

Planning ahead is powerful.

07/09/2026

Your retirement shouldn't come with surprises.

That's why we partner with people like Kendra Neiderost of Nest Egg Retirement Solutions — because great financial planning goes beyond the portfolio. Health insurance and Medicare coverage are pieces of the puzzle that too many people overlook until it's too late.

At BirdRock Wealth, we connect our clients with trusted specialists who share our commitment to education-first guidance. Because when you have the right team in your corner, you can approach every chapter of life with clarity and confidence.

Planning ahead is powerful.

07/08/2026

Not every big purchase is a bad idea. And not every hesitation is wisdom.

The difference between a smart financial move and an impulse decision often comes down to one thing: having a clear picture of where you stand.

At BirdRock, we help you build that picture, so when opportunity shows up, you're ready to say yes with confidence, or no without regret.

Planning ahead is powerful.

Starting a business is one of the most exciting and overwhelming financial decisions you can make.When you're stepping a...
07/01/2026

Starting a business is one of the most exciting and overwhelming financial decisions you can make.

When you're stepping away from a steady paycheck and building something of your own, having the right team in your corner makes all the difference.

That's exactly the kind of partnership we aim to be at BirdRock Wealth. Not pushy. Not transactional. Just clear, expert guidance that keeps your financial future aligned with the life you're building.

Planning ahead is powerful.

📩 Reach out to learn how we can support your next chapter.

---
*Testimonial provided by a current client. No compensation was paid for this testimonial. Individual experiences may vary and are not indicative of future results.*

06/26/2026

What good is building wealth if you're not around to enjoy it?

We spend decades working hard, investing smart, and planning ahead. But the goal was never just the number in the account. It was the mornings on the lake. The long rides. The hike with people you love.

At BirdRock Wealth, we plan with the full picture in mind — your financial goals and the life you actually want to live.

Planning ahead is powerful.

Major life transitions don't wait for the right market conditions. Whether you're navigating a divorce, selling a busine...
06/23/2026

Major life transitions don't wait for the right market conditions. Whether you're navigating a divorce, selling a business, or stepping into retirement, the financial decisions you make in those moments carry real weight.

A 100% fiduciary advisor helps you cut through the noise, ask the right questions, and build a plan that's actually aligned with where you want to go.

You don't have to figure it out alone. Planning ahead is powerful.

Address

9433 Bee Cave Road, Building II, Suite 203
Austin, TX
78733

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

Telephone

+15122360071

Website

Alerts

Be the first to know and let us send you an email when BirdRock Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category