Basis Points: A View From the Hills

Our Team

August 2013

Our Team

Our Team

At Silicon Hills Wealth Management, we stand ready to serve as your personal chief financial officer. Whether you want to buy a house, start a company, or retire at age 50, we can help you achieve your goals.

Registered Investment Advisor

Registered Investment Advisor

Silicon Hills Wealth Management is registered with the U.S. Securities and Exchange Commission to manage the investments of others.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

James Werner, CFP® | Partner

Our-Team-James-Werner

James has more than 20 years experience as an entrepreneur and financial planner. His specialty is helping entrepreneurs manage their investment portfolios, make sound business decisions, establish proactive tax strategies, and estate and business succession plans.

He has also worked with executives at technology companies, who often have complex compensation plans including restricted stock units, employee stock options, and deferred compensation options that require careful financial and tax planning.

James graduated from The University of Texas at Austin with a Bachelor of Business Administration in Finance and Economics. He is a Certified Financial Planner™. At Silicon Hills Wealth Management — where James is a founding partner — his perspective and years of tax planning, investment management, and financial advising experience help clients achieve their goals.

Registered Investment Advisor

Registered Investment Advisor

Silicon Hills Wealth Management is registered with the U.S. Securities and Exchange Commission to manage the investments of others.

Check the background of this firm and/or investment professional on FINRA's BrokerCheck.

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Our Team At Silicon Hills Wealth Management, we stand ready to serve as your personal chief financial officer. Whether you want to buy a house, start a company, or retire at age 50, we can help you achieve your goals. James Werner, CFP® | Partner james.werner@siliconhillswealth.com | LinkedIn James has more than 20 years experience…

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