Wealth building

At HWM we take time to educate individuals and families on the steps to take to build wealth over their lifetimes. We offer solutions to maximize your earnings and get your money working for you.

Education saving

As a parent, paying for education can seem even more daunting than planning your own retirement. HWM has guided countless parents through the process, be it choosing between a 529 plan and custodial accounts, deciding on public versus private schools, looking at in-state and out of state tuition trends, and whether or not loans are right for you.

retirement & legacy planning

Retirement planning is family planning. HWM will help ensure you live the life you want as well as provide for the next generation. We meet with families to help them decide the best ways to accomplish those goals. We help make sense of family trusts and have specialists we can refer to for legal and accounting matters.