Silicon Hills Wealth Management

Specialties

Silicon Hills Wealth Management is an Austin, Texas based investment and financial advisory firm focused on providing a complete portfolio of services to help clients manage their financial lives. Our team-​based approach is led by three seasoned professionals with a range of backgrounds including business ownership, Wall Street, and tax accounting.

With an in-​depth understanding of Austin’s high-​tech and entrepreneurial economy, our management team brings relevant experience and a client-​side perspective to financial planning. As Austin locals, we feel our professional relationships in our communities give us an unequalled view of our history and potential behind our growing economy.

We’ve worked successfully with clients who desire to:

— Understand how their various investments can work in concert to reach their financial goals.

— Determine the appropriate combination of investments to help reach their financial objectives.

— Identify cost effective protection from liability or economic catastrophe.

— Maximize the efficiency of asset transfers including charitable gifting and estate planning.

— Prepare for a business merger, acquisition or sale.

Investment advisory services offered through Silicon Hills Wealth Management, LLC, a registered investment advisor.

History

Established in 2013.

Because of our diverse backgrounds — we’ve bought, sold and managed businesses and real estate holdings, managed our own portfolios, taught investment management, purchased and used long term care and life insurance, invested in and used education savings plans, navigated individual, small business, and corporate health plans, options plan, and several types of retirement plans — we have the knowledge and experience to help you reach your desired outcome.