Hapanowicz &Associates (H&A) Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, families, companies, and institutions.

H&A is a top LPL Financial (NASDAQ: LPLA) affiliate. LPL is one of the largest financial services companies in the world.

H&A’s Wealth Management Associates help clients pursue the life they envision delivering a proven wealth management process designed to assist them achieve their long-term retirement goals through a personal relationship with their advisory team committed to their needs.

H&A's mission is to simplify complex financial issues so that clients can then pursue the things they love most.

We are a family-owned business which places a high value on:

  • Putting our clients and our associates needs first
  • Initial planning
  • State-of-the-art systems
  • Proactive and highly responsive communication

H&A Wealth Management specializes in a proven process of goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

H&A’s Wealth Management Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. H&A's mission is to simplify often complex financial issues so that clients can pursue the things they love most. 

At H&A you don’t have to be a Rockefeller or a Carnegie to be treated like one. 

H&A Wealth Management serves financially successful individuals, families and businesses and specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.  

We are a planning-first firm. It is our belief everyone should have a written financial plan that serves as their personal financial roadmap. Implementation of the plan occurs in their unique investment strategy. Our advisory teams are fully equipped, with access to the investment insights of H&A and LPL.

 

We proudly support numerous charities, including those associated with concussion research and brain trauma.

The Bus and Crew

Supporting Jerome “The Bus” Bettis in his mission of improving
the
overall quality of a child's life at the Annual Caring for Kids Gala