Lake Hills Wealth Management jobs and careers
United States
About Lake Hills Wealth Management
Lake Hills Wealth Management is a fee-only, fiduciary wealth management firm serving high-net-worth families, business owners, and executives in Austin and East Texas. We don't sell products. We don't earn commissions. We charge a transparent advisory fee — and every recommendation we make is in your best interest, by law and by design. Who we serve: Business owners planning for exit, succession, or growth. Executives with concentrated equity, RSUs, and complex tax situations. Retirees and pre-retirees protecting wealth they've spent a lifetime building. Oil & Gas families managing royalty income, mineral rights, and generational transfer. Families navigating estate planning, trust structures, and the complexity that comes with significant wealth. What makes us different: Fee-only fiduciary — no commission-based conflicts of interest. A rules-based, quantitative investment process built for consistency across market conditions. Deep coordination with your CPA and estate attorney. Two offices, one team — Austin and Longview, Texas. If you've built significant wealth and want an advisor who is structurally on your side — let's talk. lakehillswm.com | 512-580-4740 (Austin) | 903-803-4296 (East Texas)ake Hills Wealth Management is a boutique-style, fee-only wealth management firm. We provide and implement financial planning and investment strategies based on each client's unique values and goals. We are dedicated to growing your wealth with a purpose and helping you find the “why” behind your financial decisions. We understand that one size does not fit all when it comes to retirement planning and a personalized approach is necessary for you to grow your wealth.
- Employees
- 1 to 10
- Headquarters
- United States
Jobs at Lake Hills Wealth Management
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