Our Vision

 

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

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Do you seek a wealthy lifestyle?   Do you want to retire early?

Would you like to give more to charity?

Do you plan to make substantial assets available to your heirs?

Do you want financial independence?

 

Then, you’ve got to make a move to reach those 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.

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When Change happens, we happen to change.

 

HWM was formed to offer relationship-oriented financial planning and investment management. We design programs that help you reach your financial goals, and we help 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 manage client portfolios and charge a 1% fee of assets under management (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 that we fully understand your current financial position and objectives. The plan includes a projection of the likelihood of achieving financial independence as the 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, including advice on 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.