Holistic Wealth Management

At Silicon Hills Wealth Managment, our approach to wealth management is comprised of three processes: Listening & Engaging, Organizing & Creating, then Advising & Monitoring.


Our clients are talented, determined and accomplished individuals who have achieved a certain degree of financial success even before they found us.

At Silicon Hills Wealth, our goal is to create simplicity from complexity.

We engage with your existing tax and legal advisors to implement your plan.

We understand that life can be a constant whirlwind of activity, so our goal is to help you make important financial decisions that enable you to focus on the moments that really matter.

Investment Management

Cash Flow Analysis

Tax Planning

Estate Planning Guidance

Charitable Giving