Our Story
Lake Hills Wealth Management was founded on a simple conviction: that high-net-worth families deserve a firm built entirely around their interests — not a firm's sales targets, product shelf, or quarterly numbers.
Fee-Only. Independent. Fiduciary.
After decades in the financial industry, our founders saw the same pattern repeat itself: clients being handed pre-packaged portfolios, passed off to junior associates after the first meeting, and charged fees that didn't align with the advice they received. They decided to do something about it.
Lake Hills was built as a fee-only Registered Investment Advisor — which means we earn nothing from commissions, product sales, or third-party arrangements. Our only financial incentive is your success. That's not a marketing line. It's a legal structure we chose deliberately.
With offices in Austin and East Texas, we serve high-net-worth individuals, business owners, executives, and multi-generational families across the state — bringing the same rigor, responsiveness, and intellectual honesty to every relationship.
Our Philosophy
We are fiduciaries. Legally and morally. We don't have a product to sell you — we have a plan to build with you.
Markets panic. Advisors shouldn't. Our proprietary investment process is engineered to remove behavioral bias from the equation entirely.
Great advice happens before problems arise. We plan for tax exposure before year-end, review estate structures before life changes, and rebalance before drift compounds.
Our Offices
East Texas Office
1127 Judson Rd.Meet the Team
You deserve to know exactly who is managing your wealth and why they built their careers around this work.
Ready to see what you've been missing?
Ready to see what you’ve been missing?
A 20-minute conversation costs nothing — and often changes everything.