Robert Holman,  CFP® CFA

Our Vision

To continue building wealth, in up markets and down markets, even as market conditions change, using both offensive and defensive investment strategies.

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?

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 seek to grow our client’s balances in favorable markets, and to protect client’s principal in high-risk markets.

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A certified financial planner will do a comprehensive plan for as little as $500 - and it's free of charge for each investor guidance client because it's important that we fully understand your current financial 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.

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We manage client portfolios for the industry-standard charge of 1% of assets under management (AUM).  We also provide complimentary planning services to our investment clients, which includes a projection of the likelihood of achieving your financial goals, typically focusing on financial independence as the primary objective.

We charge a one-time fee of $500 to create a financial plan with actionable steps for those individuals who are non-investment clients, with a quarterly fee for advice on outside investment accounts and for ongoing financial planning services.

Call or email us. Set an online video meeting or an in-person appointment to understand what we can do for you.

Types of Clients