Expertise

Our Expertise is Focused on your Financial Success

For over twenty years, we've been helping our clients achieve their life's goals with a meticulous and comprehensive approach to wealth management.
Our experienced staff provide financial, tax, and legal insight for a range of client questions to help them realize their objectives.

Our Expertise:
Portfolio Management

Managing your financial assets to meet your objectives is our primary focus. We use a time-tested, value-oriented strategy to research new assets and apply the same discipline when selling assets.

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Our Expertise:
Financial Planning

We create a roadmap for your wealth management by correlating financial data, goals and needs into a personalized and comprehensive assessment of your financial situation. Know where you’re going and how you’ll get there with us by your side.

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Our Expertise:
Retirement Planning

Planning for your retirement requires our commitment to carefully assess your financial circumstances and structure your assets and cash flows to meet your long-term goals. Make the most of your retirement years with proper planning now.

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Our Expertise:
Estate Planning

Regardless of the size of your wealth, estate planning is important to protect that wealth for the benefit of you and your family. We help maximize that wealth and facilitate the transfer and distributions of financial assets while minimizing associated tax burden.

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Our Expertise:
Charitable Giving

You want to support your favorite organizations. We are here to help with strategic giving so that decisions are beneficial to the recipients and donors and to determine how assets may be donated.

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Our Expertise:
Educational Funding

Funding education is a worthwhile investment for your family but can be complex and costly. We will work with you to identify the program and funding strategy that will fit your situation and will assist your family members with the high costs of primary or secondary education.

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Our Expertise:
Business Services

A key benefit for you and your company’s employees is a robust retirement plan. We will help you evaluate what type of plan is appropriate and manage the assets according to the plan’s objectives.

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Serving Individuals, Trusts and Corporate Retirement Plans with over
$400 million assets under management

What Clients Can Expect

Our team provides the opposite approach to robo-advising. If you are looking for a personal investing experience, with real people and an interactive relationship, you have found the right firm. Our team is not only investing money, but we are investing in our relationship with each client.

Account Reporting

We provide you with quarterly and annual account performance and activity. We also have a client portal where you can access your investment account at your convenience on your desktop computer or mobile device through our Hart Capital app.

Personalized Communication

Your relationship manager provides consistent communication and experienced and knowledgeable advice based on your financial needs. Face-to-face annual portfolio reviews and phone calls are standard. We also provide investment education events for our clients.

Local Research and Monitoring

Our in-house research team conducts exhaustive research and financial analysis on public companies. All buy or sell decisions are then based upon their research. Once a position is taken, we constantly monitor the company’s performance against our expectations. To take a position in a company, our research expects a specific upside potential with limited downside over two to three years. If our threshold is met, we will sell or trim the position.

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