Service Category: Private Wealth

Investment Management

April 12, 2019 | admin

Our investment advisors and portfolio managers have more than 100 years of combined market experience that spans more than three full market cycles. This expertise is at the foundation of every relationship with our clients. Our H&A Investment Committee meets weekly to review performance within H&A strategies, discuss market performance and activity, and review H&A tactical allocation positioning. Our investment...

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Comprehensive Financial Planning

April 12, 2019 | admin

You want to earn appreciable returns on your assets, and you want your portfolio to continue growing over the years. You also need a comprehensive plan for how those assets will be used to support your lifestyle or how they will be best preserved for your heirs. We’ll work together to establish a plan that provides for the financial milestones...

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Insurance Analysis / Strategies

May 24, 2019 | admin

The proper integration of your asset and income protection strategies is critical to your overall wealth plan. Our team will review your existing policies (life, long-term care, umbrella, and others) and provide recommendations to integrate and optimize your overall insurance strategy.

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Trust and Estate Planning

April 12, 2019 | admin

Substantial wealth often brings the need to protect assets and craft individualized legacy solutions. We’re here to help evaluate trust and family limited partnership agreements that will seamlessly integrate into your overall wealth plan.

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Speak with an H&A Advisor

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.