To continue building wealth 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.
A certified financial planner will do a comprehensive plan for each investor - it's free of charge 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.
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
12:00 TUESDAY Investor Market Report
by Robert Holman | The Defensive Advisor | January 5, 2021
MARKET BULLISH … Rating of 7 (0 - 4 is bearish, 5 is neutral, 6 - 10 is bullish). I’m returning to my pre-holiday-period rating of 7, the current political issue notwithstanding. There are very few “negative anythings” out there. The two biggest concerns in my view are rising interest rates (10-yr T-Note) and asset class inversion (value stocks leading growth stocks).
If you would like to learn about becoming a new client of HWM, please allow me the opportunity to serve you. Call me at 972-702-6032 or reply to this email.
For those of you who are already clients, thank you for your trust.
We use industry-standard pricing for our investment management service. We charge 1% of assets under management.
Complementary financial planning is provided to all our investment clients.
We use industry-standard pricing for our financial planning service.
We charge $500 to do a financial plan for a non-investment client, with a quarterly fee for advice on outside investment accounts and ongoing financial planning services.
Divorced men and women
Individuals behind on goals