What We Do
At HWM you'll find a team dedicated to proactively serving the financial needs of you and your family. As independent, fee-based professionals we are glad to be free of obligations to traditional Wall Street interests, banks and packaged product vendors. A large part of our value is helping protect our clients from the investment business itself.
We help our clients with a variety of services shown below. We'll find which ones are right for you by looking at where you are now and where you want to go. Each new client relationship begins with both of us discussing your situation, weighing options and crafting a simple, understandable strategy based on your needs. We are good listeners. We can also work with your tax and legal professionals so everyone is on the same page.
I use primarily technical, relative-strength research tools for making investment recommendations. This is different than the buy-and-hold allocation models used in most retail strategies. I find it adds additional risk discipline and forces closer portfolio monitoring. Please have a look at the "What's Different" tab for more information.
The best way to find out what we do is to give me a call at (828) 654-8100 for a confidential, complimentary chat. We'll get to the heart of what matters to you.
401K Evaluation Service
Retirement Income Planning
Estate and Succession Planning
Education and Special Needs Planning
Public Speaking for Your Group
1) Actively managed portfolios are managed on a fee-basis through LPL Financial. Other investment choices may have different cost structures depending on the nature of the product and the best value to the client.