MEET HWM

Turning Professional Achievements into Life's Adventures

MEET HWM

Turning Professional Achievements into Life's Adventures

MEET HWM

Turning Professional Achievements into Life's Adventures

Financial planning is about aligning your resources to support the life you want, protect and grow your net worth, and creating an investment strategy that puts the odds of success in your favor

Our Guiding Principles

Beyond the Balance Sheet

We know your financial journey isn't just about dollars and cents. It's about the career you've built, the family you're supporting, and the dreams you're working to achieve.

Personal Experience Matters

Having worked with professionals for years, we've seen firsthand the complexities and unique challenges of transitioning from career-building to retirement.

Focused on Your Freedom

Our approach is simple: create strategies that give you more control and less worry. We want you to spend less time thinking about money and more time living the life you've worked hard to create.

Our Guiding Principles

Beyond the Balance Sheet

We know your financial journey isn't just about dollars and cents. It's about the career you've built, the family you're supporting, and the dreams you're working to achieve.

Personal Experience Matters

Having worked with professionals for years, we've seen firsthand the complexities and unique challenges of transitioning from career-building to retirement.

Focused on Your Freedom

Our approach is simple: create strategies that give you more control and less worry. We want you to spend less time thinking about money and more time living the life you've worked hard to create.

Our Guiding Principles

Beyond the Balance Sheet

We know your financial journey isn't just about dollars and cents. It's about the career you've built, the family you're supporting, and the dreams you're working to achieve.

Personal Experience Matters

Having worked with professionals for years, we've seen firsthand the complexities and unique challenges of transitioning from career-building to retirement.

Focused on Your Freedom

Our approach is simple: create strategies that give you more control and less worry. We want you to spend less time thinking about money and more time living the life you've worked hard to create.

Our Founders Story

My career in finance started with formal training, earning degrees in finance from Syracuse and Northeastern Universities. This educational foundation set the stage for what would become my life's work: helping professionals navigate complex financial landscapes.

My favorite role has always been providing personal financial advice. Over years of working with professionals near retirement, I've developed a deep understanding of the unique challenges they face – from managing stock compensation to creating tax-efficient retirement strategies.

I've dedicated my professional life to transforming how financial advice is delivered. Instead of treating clients like numbers, I focus on understanding their individual goals, aspirations, and the life they want to create beyond their working years.

When I'm not working with clients, you'll find me pursuing my passions – enjoying music, lindy hop dancing, playing golf and tennis, and exploring the outdoors. These experiences remind me that financial planning is ultimately about creating freedom and opportunities to live life fully.

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