What Makes HWM Different
INVESTMENT AND FINANCIAL PLANNING SPECIALISTS
- Investment, tax and estate planning are the cornerstone for families looking to pass wealth to the next generation.
- We serve as the quarterback for your team of professionals by working with your attorneys, accountants, etc. to create and facilitate a collaborative plan as a team.
- We care about your family and your future, and see serving you for many years as an honor and a privilege.
Charitable giving is a passion of ours and we partner with Communities Foundation of Texas to help our clients give to causes they are passionate about, while also giving in a tax-efficient manner.
ALTERNATIVE INVESTMENTS
- While we build portfolios utilizing traditional stocks, bonds, mutual funds and exchange traded funds (ETFs), we also partner with multiple alternative fund companies to offer our clients many choices for investing a portion of their portfolio into alternative investments.
- Fund offerings include private equity, venture capital, private credit/private debt, real assets (real estate, natural resources, infrastructure) and hedge funds.
New to alternatives? We start off all clients interested in alternative investing by walking through an educational presentation to be sure clients understand the risks, holding periods, fees, etc. used by alternative investments.
INDEPENDENT, FEE-ONLY FIDUCIARY
- As independent advisors, we are not employed by any vendor, issuer or fund company and therefore, offer objective advice in your best interest as a true fiduciary.
- We charge a 1% annual fee (which scales down to 0.6% on assets over $10M) on investment assets our firm manages.
- This fee is the same on all types of investments from all vendors, issuers and fund companies, so there is no incentive to sell one product over another, and that is how we like it.
The annual fee is all-inclusive, so no nickel-and-diming or upselling you for additional services. This includes financial planning services for retirement, education, and estate tax.
CONCIERGE SERVICE
- We meet with you at your office or home, over coffee or lunch, over Zoom, or at our office in Frisco.
- We make housecalls. We pickup and drop off documents in-person from wherever you are (for clients in the DFW area).
Your life is busy and your time is valuable. That’s why we meet wherever is most convenient for you. We also use electronic signatures and online document submissions, when possible.
Ready to meet? Call, email or click here to schedule a time to meet with us when it is most convenient for you.
