Our Vision

 

To build client wealth in both up and down markets, using both offensive and defensive investment strategies.

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Are you seeking financial independence?  Do you want a wealthy lifestyle?   Do you want your retirement funds to grow faster?  Do you want peace of mind and security? Are you interested in avoiding high risk?  Would you like some protection from financial loss in bad markets?  

 

Then, you’ve got to make a move to reach your lifestyle goals – failure is not an option. You have questions - we have answers - contact us today and get solutions.

 

Why talk to us?  We understand the signs of the times, and we know what should be done about them.  ​When change happens, we happen to change.

 

HWM was formed to offer relationship-oriented investment management. We design programs that help you reach your financial goals.  We work to grow our client’s cash balances in favorable markets, and to protect client’s principal in high-risk markets.

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Your financial success is important to us.  We want to help as many people as possible to be successful in reaching their wealth goals and retirement objectives.

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We charge a 1% fee on portfolios we manage (AUM), the industry standard for such services.  Our minimum account size for investment management is $50K.  For those not ready for this service, see our quarterly planning option.

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Our investment clients receive complimentary financial planning, because it's important we fully understand your current financial position. The plan projects your likelihood of achieving financial independence as your primary objective. 

For those individuals who are non-investment clients, we charge a one-time fee of $500 to create a financial plan with actionable steps, with a quarterly fee of $105 (or $35 monthly if preferred) which guarantees ongoing financial planning services.  We also advise on your outside investment accounts.

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Call or email us. Let's setup an on-line video meeting or a phone call to  understand what we can do for you.

 

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​Just click here, and I’ll be happy to give you a complimentary portfolio evaluation – sending you an email explaining what’s good about the portfolio, how it’s likely to perform in the coming months, and I'll give you a couple of ideas for improvement – again, all at no cost to you. 

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Alternatively, you may contact me by calling 972-702-6032, and I’ll give you a way to securely email your portfolio holdings to me and we will input the data for the evaluation report.