To continue building wealth through both offensive and defensive strategies as market conditions change
Do you seek a wealthy lifestyle? Do you want to retire early?
Would you like to give more to family or charity?
Do you plan to make substantial assets available to your heirs?
Then, you’ve got to make a move to reach your specific lifestyle goals – failure to do so is not an option. Why talk to us? We understand the signs of the times, and we know what should be done about them.
HWM was formed to offer relationship-oriented financial planning and investment guidance.
We work in a fiduciary capacity, servicing clients' needs through an ethical commitment to put their interests above all others.
Our investment philosophy is to be opportunistic, while keeping an eye out for when it's necessary to be defensive. It seems basic to us to use both offense and defense to invest prudently.
Our portfolio guidance work lets us communicate freely with investors through weekly reports and quarterly letters. We believe this develops the kind of communicative relationship you really want.
A certified financial planner will do a comprehensive plan for each investor - it's complementary because it's important that we fully understand your current position and objectives.
Your financial success is important to us. We want to help as many people as possible to be successful in reaching their financial goals and objectives.
Call or email us. Set an online video meeting or an in-person appointment to understand what we can do for you.
We use industry-standard pricing for our investment management service. We charge 1% of assets under management.
We use industry-standard pricing for our financial planning service.
We charge $325 to do a financial plan for a non-investment client.
Complementary financial planning is provided to all our investment clients.