Disclosures & Legal Information.
Important regulatory information about Astoria Strategic Wealth and our
advisory services. Last updated: August 2026
On this page
Note for build team: Legal content is provided, reviewed, and edited exclusively by the client’s
compliance department. The copy below is placeholder content pulled from the current live site
(astoriastrategicwealth.com/disclosures) pending compliance review.
Advisory Services
Investment advisory services offered through Astoria Strategic Wealth, a registered investment adviser. This site is published for residents of the United States only. We only conduct business with residents of the states and jurisdictions in which we are properly registered. Astoria Strategic Wealth does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance. For additional information, please contact Brian Cox at 830.832.3081.
Note for build team: Legal content is provided, reviewed, and edited exclusively by the client’s
compliance department. The copy below is placeholder content pulled from the current live site
(astoriastrategicwealth.com/disclosures) pending compliance review.
About Our Firm
Astoria Strategic Wealth is a Financial Advisor that provides Fee-Only™, Fiduciary, Financial Planning and Investment Management in Austin, TX. We are a Texas-based firm serving clients nationally. We maintain offices in the following cities: Ft. Worth, TX; Humble, TX; Lubbock, TX; New Braunfels, TX; Austin, TX; West Columbia, TX; Providence, RI.
Note for build team: Legal content is provided, reviewed, and edited exclusively by the client’s
compliance department. The copy below is placeholder content pulled from the current live site
(astoriastrategicwealth.com/disclosures) pending compliance review.
Website Content
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Astoria Strategic Wealth, Inc. and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Astoria Strategic Wealth, Inc., an SEC Registered Investment Advisor. Being registered as a registered investment adviser does not imply a certain level of skill or training.
Note for build team: Legal content is provided, reviewed, and edited exclusively by the client’s
compliance department. The copy below is placeholder content pulled from the current live site
(astoriastrategicwealth.com/disclosures) pending compliance review.
No Solicitation
The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the States of Texas California, New York, Rhode Island or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. All investing involves risk including loss of principal. Past performance does not guarantee future results.
Note for build team: Legal content is provided, reviewed, and edited exclusively by the client’s
compliance department. The copy below is placeholder content pulled from the current live site
(astoriastrategicwealth.com/disclosures) pending compliance review.
Affiliations
Astoria Strategic Wealth, Inc. is not affiliated with or endorsed by the Social Security Administration or any government agency. Astoria Strategic Wealth, Inc. is not a law firm and does not provide legal advice. Please consult a qualified professional for assistance with any legal issues such as wills and trusts.
Note for build team: Legal content is provided, reviewed, and edited exclusively by the client’s
compliance department. The copy below is placeholder content pulled from the current live site
(astoriastrategicwealth.com/disclosures) pending compliance review.
Images & Photography
Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former Clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
Note for build team: Legal content is provided, reviewed, and edited exclusively by the client’s
compliance department. The copy below is placeholder content pulled from the current live site
(astoriastrategicwealth.com/disclosures) pending compliance review.
Data & Appointments
The data on this form is submitted and transmitted via a secure connection.
Astoria Strategic Wealth conducts business by appointment only.
