By Lena Melugin, Private Wealth Advisor I’ll never forget one of my most impactful client meetings shortly after I became a planner. We had a new client come in who had recently lost her husband. She was a mother to two children and had just received a $4m death benefit.
Stop by our Southlake wealth-management office, just off TX-114 and minutes from Westlake, Trophy Club, and Colleyville, to meet the team that’s guided North Texas families and business owners for 25 years. Mills Wealth Advisors delivers fee-only financial planning, retirement-income strategies, tax-efficient investing, and exit-planning expertise to clients across the Dallas-Fort Worth metroplex. Tap the map below for turn-by-turn directions or give us a call to book your complimentary discovery meeting today.