Choosing an investment advisor can be one of the most important decisions you will make. We do not take this allocation of trust lightly. It is our mission to see that our clients are confident in their choice and that they receive the quality of service and results they deserve.
Keeping an eye on your money
We believe we can help simplify your financial life demands when you employ us. We are constantly monitoring your financials entrusted to us. As a steward of your capital, we are your partner in your success.
Choose A Person, Not A Brand & Increase Returns
Even with advancements in technology, an experienced and living HMW Advisor will assess the ever changing markets. Work with our advisors that have the tools and knowledge to help you achieve your goals with confidence, someone that always puts your needs first.
HMW Advisors we are fiduciaries with your money. We never lose sight of what your goals are and we can use several tools necessary to tailor unique plans for specific people. We have the experience and expertise to review every aspect of your financial life. We look at each client with specific needs for income, investment management, tax efficiency, and estate planning. We advise accordingly, not just an insurance or financial plan. Additionally, we also don’t take for granted your health and strive for every one of our clients to live healthy and financially fit lives.
Moral & Legal Obligation of a Fiduciary
A fiduciary is the highest standard in the financial world. A fiduciary is required to act in the client’s interests first and ahead of any other firm, company, or individual including themselves. Many financial institutions and insurance companies employ a suitability standard, which only determines if a product is suitable for their clients. A standard of suitability merely looks for the product or service that is available or perhaps, the product that makes the firm/agent the most money, putting the client 2nd (or 3rd?). A fiduciary not only seeks to find a suitable product or service, but strives to find the best available for the client. Seek a higher standard. Seek a fiduciary.
