Helping families plan for their future

Independent, fee-only financial advisors serving families across the Dallas-Fort Worth area.

What Makes HWM Different

As independent advisors, we offer objective advice in our clients’ best interest as true fiduciaries.
We are fee-only advisors, so our annual fee is all-inclusive covering investment management and financial planning services for retirement, education, tax and estate planning.

Investment, tax and estate planning are the cornerstone for families looking to pass wealth to the next generation.
For many of our clients, we serve as their quarterback for their team of professionals by working with their attorneys, accountants, etc. to create and facilitate a collaborative plan as a team.
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 through Donor Advised Funds.
We care about your family and your future, and view serving you for decades as an honor and a privilege.

We meet with our clients at their office or home, over coffee or lunch, over Zoom, or at our office in Frisco.
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.