Lake Hills Wealth Management Employee Directory

Financial ServicesTexas, United States2-10 Employees

Lake Hills Wealth Management operates as a fee-only fiduciary wealth management firm serving high-net-worth families, business owners, and executives in Austin and East Texas. The firm provides financial planning and investment strategies tailored to individual goals, emphasizing a transparent advisory fee structure and alignment with clients’ best interests, including deep coordination with CPAs and estate attorneys. Its client base includes business owners planning for exit or growth, executives with concentrated equity and complex tax situations, retirees protecting accumulated wealth, and families managing wealth transfer, estate planning, and royalty income from oil and gas interests. Based in Austin with an additional Texas presence in East Texas, the firm positions itself as a boutique, non-commission-based alternative in financial services, focusing on a rules-based, quantitative investment process that aims for consistency across market conditions. A recent development notes the firm’s activity in asset investment, reflecting ongoing client portfolio management in line with its advisory-focused model.

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