Who/What is Conviction?
Conviction Wealth Management LLC is an independent, fee-only Registered Investment Advisor based in Austin, Texas.
The firm was founded on a simple principle reflected in our name: empowering clients to navigate their financial future with total clarity and conviction. As a dedicated fiduciary, we align every strategy directly with your best interests—free from product sales, hidden commissions, or corporate conflicts of interest.
Brian Heath, founder and Investment Advisor Representative, has passed the Series 24 General Securities Principal exam, and has served clients across the financial services industry since 2018. Holding extensive expertise across wealth management, investment strategy, and risk mitigation, Brian founded Conviction Wealth Management to provide high-net-worth families, corporate executives, and tech founders with institutional-caliber portfolio management and personalized financial planning.
To review Brian’s professional disclosures and regulatory background, please visit his Investment Advisor Disclosure page here.
FAQs
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A "Registered Investment Advisor" (RIA) is a financial professional or firm that provides investment advice to clients and manages their portfolios.
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An "investment advisor representative" is an individual who works for a registered investment advisory firm and provides investment advice to clients on behalf of that firm, essentially acting as a licensed representative under the firm's registration to offer investment guidance;
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Fiduciary duty is a legal and ethical obligation to act in the best interests of another person or entity. Fiduciaries must prioritize the interests of their clients, also known as beneficiaries or principals.
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A fee-only financial advisor is a financial expert who is paid directly by their clients for services, rather than receiving commissions.
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