Wealth Management for Westlake Executives & Families
Proudly serving Westlake, TX executives and families with trusted financial planning, tax strategies, and comprehensive wealth management solutions.
- Fiduciary Advisors
- 25+ Years Experience
- Serving Westlake, TX
Ready to explore OUR SERVICES?
Protecting Wealth in the Heart of Westlake
Westlake isn’t just a place to live; it’s a hub for global leadership. Whether you are an executive at the Schwab or Fidelity campuses, a family in Vaquero, or a parent supporting a student at Westlake Academy, your financial life requires a higher level of sophistication.
At Mills Wealth Advisors, we specialize in the complex needs of Westlake residents—navigating concentrated stock positions, executive compensation packages, and multi-generational estate planning.
Ready to Explore Our Services?
Discover how our comprehensive approach to financial planning can help you achieve your goals in Westlake, TX.
Why Westlake Neighbors Choose Mills Wealth Advisors
You shouldn’t have to drive to Dallas for world-class financial advice. We are located just minutes from the Solana Business Park via Southlake Boulevard.
We serve as the personal CFO for many Westlake executives who demand a fiduciary standard. We understand that your wealth is often tied to complex corporate benefits—RSUs, deferred compensation, and stock options—that require precise tax timing and risk management. We help you turn that corporate success into lasting personal wealth.
Common Questions from our Westlake Clients
1. Do I need a financial advisor located in 76262?
While many clients search for an advisor in their specific zip code, Westlake residents often prefer our Southlake office. It provides a discrete, private setting just minutes from home, away from the corporate campuses of Solana and Fidelity.
2. Do you work with executives from the major Westlake financial campuses?
Yes. A large portion of our clients are executives and directors from major financial services firms in Westlake. We are deeply familiar with the specific benefit packages, RSUs, and compliance requirements common to these organizations.
3. Are you located in Westlake?
Our office is located on White Chapel Blvd in Southlake, less than 10 minutes from the Vaquero Club and Entrada. We offer a private, conflict-free environment where you can discuss your personal finances with total discretion.
The Mills Wealth Difference
Guiding Your Financial Future With Clarity & Care in Westlake, TX
Most financial advisors are generalists. At Mills Wealth Advisors, we are specialists. We have spent over two decades helping Westlake’s high-net-worth families, corporate executives, and business owners navigate complex financial landscapes.
Located just minutes away via Southlake Boulevard, we offer the sophisticated capabilities of a large firm with the personalized attention of a local boutique. As a fiduciary, we are legally bound to act in your best interest—offering transparent, unbiased advice without the conflicts of interest found at big brokerage firms.
- Fiduciary Standard
- Serving Westlake, TX
- 25+ Years Experience
- Comprehensive Planning
Meet the Mills Wealth Team
Learn how we help Westlake families and businesses achieve their financial goals. Ready to get started? Give us a call!
Our Financial Services for Westlake, TX Executives & Families
We provide comprehensive financial planning throughout Westlake and Northeast Tarrant County, specialized for high-net-worth professionals.
True wealth management for Westlake residents means more than just picking investments—it’s about building a strategy that aligns with your specific corporate benefits and risk tolerance.
For our Westlake clients, we combine evidence-based investing with proactive tax strategies, smart asset allocation, and ongoing portfolio management.
Whether you are managing concentrated stock positions from a local financial firm or looking to diversify with private investments, we help you invest wisely and live confidently.
Business Exit Planning for Entrepreneurs
If you own a business in Solana or the surrounding area, your company is likely your largest asset—but exiting without a plan can cost you thousands in lost value and taxes.
Our Certified Exit Planning Advisors (CEPA®) help you maximize your business value, prepare for a profitable transition, and integrate your business wealth with your personal financial plan.
From succession strategies to liquidity events, we guide you through every step, so you exit on your terms.
Retirement Planning: Protecting Your Future
Retirement shouldn’t be a question mark—it should be a roadmap.
Whether you plan to stay in Westlake or travel the world, our Lifetime Income Planning Process® ensures your nest egg lasts by integrating your RSUs, deferred compensation, and pensions into one plan.
We’ll help you optimize Social Security and investments while managing inflation, taxes, and market risk so you can enjoy retirement with confidence.
Tax Planning & Strategies for Families and Businesses
Every dollar you save in taxes is another dollar working for your goals.
Our tax planning services help Westlake families, business owners, and high-net-worth executives keep more of what they earn through proactive, year-round strategies.
With a CPA on our advisory team, you get integrated financial and tax advice—specifically designed to lower lifetime tax bills for those in high-income brackets.
Employer Retirement Plans
Attracting and retaining top talent in the Westlake corporate corridor takes more than a paycheck—a strong employer retirement plan makes a difference.
Mills Wealth Advisors partners with local business owners to design and manage 401(k) and other workplace retirement plans that fit your budget and support your employees’ futures.
We handle plan setup, investment selection, and fiduciary oversight, so you can focus on running your business.
Ready to Secure Your Financial Future?
Are We the Right Financial Partner for You?
Choosing a Westlake financial advisor is a major decision that impacts your family’s legacy and your corporate transition strategy. Let’s connect for a confidential consultation to see if our specialized expertise aligns with your complex financial needs.
We typically work with clients who:
Call Westlake or Southlake home. You value a local fiduciary advisor who understands the unique tax landscape of Northeast Tarrant County and the local real estate market in communities like Vaquero and Entrada.
Are managing corporate executive wealth. You are navigating the complexities of vesting stock options, RSUs, or deferred compensation from major local employers like Charles Schwab or Fidelity and need a proactive strategy to minimize tax impact.
Are preparing for a major liquidity event. Whether you are selling a private business or retiring from a high-level executive role, you need an integrated plan that goes beyond basic portfolio management to secure your next chapter.
Value a private, family-office experience. You prefer a dedicated, long-term partnership with a team that serves as your personal CFO, guiding your family’s financial journey from college planning to multi-generational estate distribution.
Have investable assets of $500,000+. Our boutique approach and specialized planning tools are best suited for individuals and families with significant resources to protect and grow.
- No Obligation
- Fiduciary Advisors
- 25+ Years Experience
Visiting Us from Westlake
Our office is conveniently located just a short drive from the heart of Westlake.
From Westlake Academy: Head south on Ottinger Rd toward Dove Rd. Turn left onto FM 1938 (Davis Blvd) and then right onto FM 1709 (Southlake Blvd). Turn left onto S White Chapel Blvd, and we are located on your right.
Drive Time: Approximately 8–10 minutes.
Parking: Reserved client parking is available directly in front of our building.
Proudly Serving These Communities
- 76262
- 76092
Also serving our neighbors in Keller, Colleyville and Southlake.
Ready to Meet with a Local Financial Advisor?
Take the first step towards your financial goals. Choose how you’d like to connect with our Westlake team.