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We offer comprehensive, ongoing wealth management including the construction and continual monitoring of a professionally managed investment portfolio.

Around these portfolios we wrap consultative services to grow our clients’ assets, minimize tax liability, and help them avoid costly financial mistakes.

It is through this level of relationship we’ve earned a pristine track record of success with our clients.

Our Process

All steps in our initial series of meetings are complimentary. We invest in you to maximize the chances of building a valuable partnership. If at any point in the process we feel we’re not the right fit for you, we promise to let you know with tact and transparency.

Step One

DISCOVER MEETING

This virtual conversation is usually hosted via Zoom and takes approximately 45 minutes

This is our opportunity to truly get to know you—your life, your family, your work, your values, and your relationship with money. We often say that in order to guide you effectively, we need to know enough to do for you what you would do for yourself if you knew what we know.

In this conversation, we’ll explore what matters most to you, what you’re working toward, and what challenges or opportunities lie ahead. We’ll also gather the financial details we need so that any plan we create is not only accurate, but deeply aligned with your real life.

At the same time, you’ll get a clear sense of what it’s like to be a client at HWM, what you can expect from us, how we communicate, and how we’ll partner with you over time.

Our aim is simple: to create the foundation for a relationship rooted in trust, connection, and clarity, and to ensure that our approach aligns with what you want for your future.

Step Two

INVESTMENT PLAN MEETING
This virtual conversation is usually hosted via Zoom and also takes approximately 60 minutes. We can ask for one week of time between meetings.

Between Step One and Step Two, we bring together what we’ve learned about your goals and resources with our decades of experience and the evidence-based principles that guide our investment philosophy.

In the Investment Plan Meeting, we’ll walk you through both our investment philosophy and a personalized investment plan designed to give you the strongest possible path toward achieving what matters most to you. You’ll also have plenty of time to ask questions about the plan, our process, our firm, and what it’s like to work with us.

These meetings are designed to give you the clarity you need to make an informed decision—and to help us both determine whether a long-term partnership feels like the right fit.
So we can prepare effectively, we’ll ask you to upload the relevant financial documents ahead of time through our secure online portal.

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