Client Communications

Client Communications

QUARTERLY MARKET REVIEWS:

2018 Q1

2018 Q2

2018 Q3

2018 Q4

2017 Q1

2017 Q2

2017 Q3

2017 Q4

2016 Q1

2016 Q2

2016 Q3

2016 Q4

2015 Q1

2015 Q2

2015 Q3

2015 Q4

Estate Planning Essentials: A Guide to Organizing Your …

Estate Planning Essentials: A Guide to Organizing Your …

Why Estate Planning Matters Estate planning is not just for the wealthy, it’s a crucial process

Read More.
BOI Reporting Update

BOI Reporting Update

The BOI Reporting saga continues… In the latest development, the Financial Crimes Enforcement Network (FinCEN) has

Read More.
IRS Super Catch-Up Contributions: What You Need to Know

IRS Super Catch-Up Contributions: What You Need to Know

Starting in 2025, retirement savers in their early 60s will have an exciting new opportunity to

Read More.
How to Build Your Child’s Credit: A Step-by-Step Guid …

How to Build Your Child’s Credit: A Step-by-Step Guid …

Building a strong credit foundation for your child can set them up for financial success in

Read More.
Mills Wealth 4th Quarter Market Update 2024

Mills Wealth 4th Quarter Market Update 2024

DOWNLOAD THE PDF I look forward to writing this market update to share with our clients

Read More.
Market Review Fourth Quarter and 2024

Market Review Fourth Quarter and 2024

The 4th quarter of 2024 saw a mixed performance: the US Stock Market grew at 2.63%

Read More.
Should I Pay Off Debt or Invest? Where Should Your Doll …

Should I Pay Off Debt or Invest? Where Should Your Doll …

One of the biggest financial dilemmas people face is deciding whether to pay off debt or

Read More.
Solo 401k Vs SEP IRA: Which is Better?

Solo 401k Vs SEP IRA: Which is Better?

For self-employed individuals and small business owners, choosing the right retirement plan is a critical decision.

Read More.
Should You Choose a 15 or 30 Year Mortgage in 2025?

Should You Choose a 15 or 30 Year Mortgage in 2025?

Should You Choose a 15-Year or 30-Year Mortgage? When buying a home, one of the most

Read More.
Why Most People Fail at New Year’s Goals

Why Most People Fail at New Year’s Goals

Why Most People Fail at Setting New Year’s Financial Goals (and How to Succeed) Every year,

Read More.

MILLS WEALTH ADVISORS

Your Fiduciary Financial Advisor in Southlake, TX

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.

  1. Leave Westlake
    • Head south (≈ 350 ft, restricted-use road).
    • Turn left toward Trophy Club Dr / Westlake Pkwy (≈ 440 ft, restricted).
    • Turn left onto Trophy Club Dr / Westlake Pkwy (0.1 mi).
  2. Join TX-114 East
    • Turn right onto TX-114 Frontage Rd (0.4 mi).
    • Use the left lane to merge onto TX-114 E (1.4 mi).
  3. Exit for Dove Rd / White Chapel Blvd
    • Take the Dove Rd exit (0.5 mi) and keep right.
    • Continue on W State Hwy 114 (0.9 mi).
  4. North White Chapel Boulevard
    • Turn right onto N White Chapel Blvd (0.3 mi).
    • At the first traffic circle, take the 2nd exit to stay on N White Chapel Blvd (2.2 mi).
    • At the next traffic circle, take the 3rd exit (≈ 460 ft).
  5. Arrive
    • Turn right; Mills Wealth Advisors will be on the left after ≈ 130 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. Leave Trophy Club
    • From Hamper Ct, head southwest to Hogans Dr (≈ 350 ft, restricted).
    • Turn right onto Hogans Dr (0.2 mi).
    • Turn right onto Indian Creek Dr (≈ 400 ft).
    • Turn left onto Trophy Club Dr and continue toward TX-114 (0.4 mi).
  2. Join TX-114 East
    • Turn left onto TX-114 Frontage Rd (0.4 mi).
    • Use the left lane to merge onto TX-114 E (1.4 mi).
  3. Exit for Dove Rd / White Chapel Blvd
    • Take the Dove Rd exit (0.5 mi) and keep right.
    • Continue onto W State Hwy 114 (0.9 mi).
  4. North White Chapel Boulevard
    • Turn right onto N White Chapel Blvd (0.3 mi).
    • At the first traffic circle, take the 2nd exit to stay on N White Chapel Blvd (2.2 mi).
    • At the next traffic circle, take the 3rd exit (≈ 460 ft).
  5. Arrive
    • Turn right; Mills Wealth Advisors is on the left after ≈ 130 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. Depart Colleyville
    • Head northwest (≈ 85 ft) to Colleyville Blvd.
    • Turn right onto Colleyville Blvd (0.2 mi).
  2. Pleasant Run Road
    • Turn left onto Pleasant Run Rd (2.0 mi).
    • At the traffic circle, continue straight to stay on Pleasant Run Rd (0.6 mi).
  3. South White Chapel Boulevard
    • Pleasant Run Rd becomes S White Chapel Blvd—continue for 0.5 mi.
    • At the next traffic circle, take the 1st exit (≈ 312 ft).
  4. Arrive
    • Turn right; Mills Wealth Advisors is on the left after ≈ 131 ft.
    • Address: 1207 S White Chapel Blvd #150, Southlake, TX 76092.
  1. Keller Parkway (FM 1709)
    • Head east on Keller Pkwy toward Rufe Snow Dr.
    • Pass Scooter’s Coffee on the right. Distance: 1.5 mi.
  2. Southlake Boulevard
    • Continue straight; Keller Pkwy becomes W Southlake Blvd. Distance: 1.0 mi.
  3. Davis Boulevard (FM 1938)
    • Turn right toward Davis Blvd / S Randol Mill Ave (112 ft).
    • Turn right onto Davis Blvd and continue 0.7 mi.
  4. W Continental Boulevard
    • Turn left onto W Continental Blvd. Distance: 1.7 mi.
    • At the traffic circle, take the 2nd exit to stay on W Continental Blvd (≈ 370 ft).
  5. Arrival on S White Chapel Boulevard
    • Turn right, then the destination will be on the left after ≈ 130 ft.
    • Mills Wealth Advisors – 1207 S White Chapel Blvd #150, Southlake, TX 76092.

1207 S. White Chapel Blvd.
Suite 150
Southlake, TX 76092

For more than twenty-five years, we’ve been serving the financial needs of businesses, individuals, and families in Southlake, Texas and around the country.
Sitemap
Featured Content
Legal
Facebook X-twitter Linkedin Youtube
Copyright © 2024 Mills Wealth Advisors. All rights reserved. Disclosure