Lake Hills Wealth Management is a fee-only, fiduciary wealth management firm based in Austin, Texas, founded in 2016 by Jack Marino and Jason Clevlen. With over 50 years of combined experience, the firm specializes in serving high-net-worth individuals, families, business owners, and retirees, offering comprehensive financial planning, adaptive investment strategies, and tax planning services.

Their approach involves creating personalized financial roadmaps, implementing investment portfolios that adjust to economic changes, and conducting regular reviews to proactively adapt to clients’ evolving goals. Managing approximately $167.6 million in assets across 223 client accounts, Lake Hills Wealth Management emphasizes transparency, equal treatment for all clients, and a commitment to aligning their services with clients’ best interests.