Private Wealth Management for Westlake Executives & UHNW 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 represents the pinnacle of corporate leadership and entrepreneurial success in Texas. Whether you are an executive managing complex equity at the Charles Schwab or Fidelity campuses, or a family building a multi-generational legacy in Vaquero, standard financial advice is no longer sufficient. You require a dedicated fiduciary team that operates like a private family office—delivering institutional-level investment management, advanced tax mitigation, and discreet, highly personalized strategic 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's Financial Leaders Trust Mills Wealth
When your net worth is tied to complex corporate instruments or sprawling private estates, you cannot rely on the generic portfolios offered by massive wirehouses. You need a dedicated Chief Financial Officer for your personal life.
For over 25 years, Mills Wealth Advisors has provided conflict-free, fee-transparent guidance to Northeast Tarrant County’s most successful residents. Our private office on White Chapel Boulevard in Southlake offers a highly discreet environment just a short drive from the Solana Business Park, ensuring your financial strategy is handled with the utmost confidentiality and care.
Frequently Asked Questions from Westlake Residents
1. How do you help executives manage concentrated stock positions from local employers?
We use a proactive, tax-aware approach. Rather than holding a disproportionate amount of wealth in a single employer’s stock, we design phased divestment strategies (such as 10b5-1 plans if applicable) to systematically diversify your holdings while managing the capital gains impact over multiple tax years.
2. Do you coordinate with my existing CPA and estate attorney?
Absolutely. In fact, it is required for true UHNW wealth management. We act as the central quarterback for your financial life, collaborating directly with your existing tax and legal professionals to ensure your investment strategy, tax filings, and estate documents are in perfect alignment.
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
Navigating the financial complexities of the Westlake executive community requires specialized expertise. Operating just a short drive from the Solana Business Park, we provide the robust resources of a major institution paired with the dedicated, conflict-free advice of an independent fiduciary.
- 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.
Executive Compensation & Equity Strategy
Corporate leaders at the highest levels face unique concentration risks. For our Westlake clients heavily invested in company stock, RSUs, ESPPs, and deferred compensation plans, we build custom risk-mitigation frameworks. We meticulously plan your exercise and sell strategies to optimize your tax brackets while diversifying your wealth into resilient, long-term portfolios.
Business Succession & Liquidity Event
For Westlake entrepreneurs and business owners, a successful exit is the ultimate wealth-creation event. Our Certified Exit Planning Advisors (CEPA®) work alongside your legal and tax teams well before a sale occurs. We structure pre-transaction planning to maximize your enterprise valuation, minimize the immediate tax impact, and ensure the liquidity seamlessly funds your family’s next chapter.
Multi-Generational Estate & Legacy Planning
Preserving wealth across generations requires intentional architecture. We help affluent families in Vaquero, Entrada, and Quail Hollow navigate the complexities of estate tax exemptions, trust coordination, and family governance. Whether establishing donor-advised funds for philanthropic goals or structuring generational wealth transfers, we ensure your legacy is protected and executed exactly to your wishes.
Advanced Tax Mitigation
For ultra-high-net-worth individuals, proactive tax planning is the single greatest driver of long-term wealth preservation. Operating in coordination with CPAs, we actively manage asset location, execute strategic Roth conversions, and implement sophisticated loss-harvesting techniques designed to legally minimize your lifetime tax liability and shield your estate.
Corporate Benefit Design & Management
Attracting and retaining elite talent in the competitive Highway 114 corridor demands exceptional benefits. We act as an independent fiduciary partner to local corporations, designing, implementing, and overseeing high-performing 401(k)s and executive carve-out plans that minimize employer liability while maximizing participant outcomes.
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
Secure Your Family's Financial Legacy
Choosing a financial advisor to manage significant wealth is a monumental decision. Let’s schedule a private, confidential discovery meeting to discuss your executive compensation, business transition, or estate planning needs.