H&A Wealth Management was founded to serve financially successful individuals, families, and businesses. You, the client, are the benchmark from which success is measured. Your goals, objectives, and vision are the pillars that guide investment, tax, and planning decision-making. Results are regularly collected, measured, and compared to your plan. From there, any updates can be implemented. We believe a well-thought-out and executed plan, to build and protect wealth, is the foundation for achieving financial success. Our team of experienced and credentialed associates will help you navigate through often complex issues, freeing you to pursue the things you love most. At H&A you don’t have to be a Rockefeller or a Carnegie to be treated like one.
“More than 30 years ago, I founded H&A to provide comprehensive financial advice through investment and wealth management services. From the beginning, our goal has always been to simplify often sophisticated strategies and offer sound financial solutions that help financially successful individuals, families, and businesses achieve long-term success.
At H&A, we revolve around you—our client. Our team takes care of you, so you can focus on taking care of what’s important to you. Your vision is our guidepost, so we are thoughtful and precise in ensuring that our values always align with yours. We’re here to help you grow and preserve your wealth, as well as to manage your financial risks, all in support of helping you achieve your life goals and dreams.”
With the countless nuances to your Verizon Retirement Benefits including your Verizon 401(k), Verizon Pension, Retiree Medical Benefits, and Life Insurance Benefits, planning your retirement from Verizon can seem daunting. Whether retirement from Verizon is years away, you're already retired, or you're in reaching retirement from Verizon, you deserve to have all the support you need to maximize your Verizon Retirement Benefits.
Relationships begin and end with the right people. We’re honored when professionals seek to grow and achieve their career goals with our team. At H&A, we believe in the relationships behind wealth management, in aligning our clients’ values and our own, and in delivering sound financial advice with a personal touch. If that sounds like the right fit for you, learn more about professional opportunities with H&A.
We’re only a phone call or email away. Whether you have a question about building and managing your wealth or planning for your future, or if you just want to get to know us better, we would love to hear from you.