The financial world can be difficult to understand. We simplify it by communicating Ideas in a way that makes sense.
We realize we can only bring meaningful solutions to our clients if we truly understand Who they are. We do this by asking good questions, and then really listening.
Often, our clients work with several advisers (attorneys, accountants, brokers, etc.), But don’t have a clear financial plan. We create clarity by bringing all the pieces together (investments, estate planning, taxes, insurance, retirement planning, etc.).
Unfortunately, the primary emotion people feel towards money is anxiety; they just want to know they’re going to be OK. At HWM, we believe we can address these concerns through thoughtful financial planning. The reason HWM exists is to improve the lives of the people we work with.