Wealth Care LLC

Lauren Podnos is a financial advisor at Wealth Care LLC in Austin, TX, with 12 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Schnall Advisory Services, Inc., TIAA-CREF, and Fidelity Brokerage Services LLC. Wealth Care LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm employs a strategic asset allocation with a core-and-satellite approach, combining passive index and ETF exposures with selective active funds, and manages accounts on a discretionary basis with regular reviews and tailored financial plans.

Stephen Podnos is a financial advisor at Wealth Care LLC with 22 years of industry experience. He holds a Series 65 credential and has been associated with his current firm since 2003. Outside of his advisory role, he is also involved with Brevard Pulmonary Specialists. Wealth Care LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset allocation approach combining passive index and ETF core holdings with selective active satellite funds, managing over $575 million with a small team.

Rachel O'Leary is a financial advisor at Wealth Care LLC with 12 years of industry experience. She holds a Series 65 designation and is a licensed attorney in Florida, currently on inactive status. Wealth Care LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, pension and profit-sharing plans, and small businesses. The firm uses a strategic asset allocation with a core-and-satellite approach, combining passive index and ETF exposures with selective active funds, and manages over $575 million with a small advisory team.