Helping families plan for their future
Independent, fee-only financial advisors serving families across the Dallas-Fort Worth area.
What Makes HWM Different
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.
Independent, Fee Only Fiduciaries
As independent advisors, we offer objective advice in your best interest as true fiduciaries. No sales quotas, just freedom.
We charge a 1% annual fee on investments our firm manages.
The annual fee is all-inclusive covering investment management and financial planning services for retirement, education, tax and estate planning.
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 works for you. We also use electronic signatures and online documents, 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.