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Who We Serve


We serve a variety of affluent clients whom value the counsel and resources of experience wealth advisors. These are people, like YOU, who understand that life is about more than the value of one’s portfolio. Much more. It is about family, community and career as well as maintaining one’s physical, mental and spiritual health.

For example, Holistic clients are entrepreneurs who seek assistance with building value in their business or building a roadmap to exit from their business; executives who want advice on employee benefits and executive compensation; individuals approaching retirement who want to envision their future lifestyle; and families planning for the future of their children and grandchildren.

At HWA our focus is YOU. We listen to YOU. We ask YOU the right questions so we can best understand your needs and goals. Our clients know that the client relationship we develop is deeper than just talking about the market and economic trends.