Basis Points: A View From the Hills

Services & Capabilities

August 2013

Services & Capabilities

Services & Capabilities

What sets us apart is our capacity to work collaboratively on every aspect of your financial life. We examine opportunities and challenges from every angle to deliver value and maximize your financial well-being.

Get in Touch

Get in Touch

Silicon Hills Wealth Management would appreciate the opportunity to learn more about your wealth management goals. Contact us today to set up an appointment. We look forward to serving you.

Calculating an Advisor’s Value

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As wealth managers, our strength in planning for your financial future comes from understanding the specific goals and priorities for you and your family.

Through regular ongoing interactions, we build a strong personal relationship grounded in trust and accountability. Our customized wealth management portal provides our clients an instant view into their overall financial position. The platform provides views of your total asset allocation, monitors cash flow, creates budgets, and provides up-to-date net worth statements.

* Rebalancing can entail transaction costs and tax consequences that should be considered when determining a rebalancing strategy

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Services & Capabilities What sets us apart is our capacity to work collaboratively on every aspect of your financial life. We examine opportunities and challenges from every angle to deliver value and maximize your financial well-being. Calculating an Advisor’s Value As a starter to the value conversation, the research teams at Morningstar1, Vanguard2 and Russell…

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