Fiduciary Wealth Management in Austin, TX

As the only Whitwell & Co. location with a physical office, our Bee Cave headquarters serves business owners, executives, and families throughout the Austin metro. Central Texas is home to a fast-growing population of tech founders, relocated executives, and entrepreneurs who need proactive tax planning, equity compensation strategies, and estate structures that keep pace with rapid wealth creation.

Our Austin team understands the local landscape: the influx of California transplants navigating new tax profiles, the unique planning needs of Dell, Tesla, and Apple employees with concentrated stock positions, and the estate planning considerations that come with Texas's community property laws. We coordinate directly with your CPA and attorney to keep every piece of your financial life working together.

Whether you visit us in person at our Bee Cave office or connect virtually, you will work with a fiduciary advisor who earns no commissions and whose only incentive is your long-term success. Schedule a complimentary visit to see how we can help you plan, protect, and grow your wealth in Austin.