Welcome to The Pascoe Heath Austin Wealth Management Group

Our practice serves individuals, business owners and non-profit organizations across the United States. We provide retirement income and wealth planning services, coupled with our specialized portfolio management system.  We strive to provide top-tier financial services tailored to a client’s personal needs.

Investment philosophy

We help clients develop a customized wealth plan designed to allow them to have financial security and live their retirement dreams.  We manage their assets by employing a unique process that maintains positions held strategically, coupled with tactical positions that are added or removed based upon market conditions.  We believe this process can provide more consistent portfolio returns at lower levels of market risk.

Vision

The Pascoe Heath Austin Group is a high performing wealth and money management team providing comprehensive financial services to 200 high net worth families and institutional investors.

Mission

Our mission is to provide wealth planning and portfolio management services that include a specialized style of capital preservation and growth, coupled with income generation. Our multistep process includes evaluating client risk tolerance, cash flow needs, and investment horizon. We then develop and manage investment portfolios designed to help clients achieve their goals.

Values

The core set of values that guide our team:

  • Always put the client first. Serve as a fiduciary for our clients and work in their best interests.
  • Stay in touch with our clients. Listen to what a client wants and tells us that they need. 
  • Leverage the resources of RBC Wealth Management (research, technology, capital,  professional specialists), and our own experiences, to serve the needs of our clients.
  • Show empathy for each client’s unique situation, especially those in need, and treat them in a manner that we would like to be treated.

Latest Insights

Man looking at finances on iPad

As earnings go, so goes the market

Aug 05, 2022 | Kelly Bogdanova

While we think the bulk of market risks are in the rearview mirror, we consider whether earnings vulnerabilities are fully baked into stock prices.

Read more

Meet the team

Learn more about The Pascoe Heath Austin Wealth Management Group.

Let's start the conversation

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Update: 

After 48 years in the financial services industry and 32 years at RBC Wealth Management, Joe has decided to spend more time with his wife, family and friends. His career has taken him over 14 presidential elections, numerous bull and bear stock market cycles, and countless changes in the financial services industry. Congratulations to Joe Pascoe on his retirement!