HOW WE CAN HELP
Investment Management
We’ll review your current investments, identify any weaknesses, and help you build a long-term investment portfolio that fits with your financial plan. All portfolios are custom-built by our in house Chartered Financial Analyst (CFA). See our Investment Philosophy to learn more about how we think about investing.
Financial Planning
Your personalized financial plan will be the foundation for how we serve you in reaching your financial goals. We’ll cover all aspects of your financial life and continue to update and refine your plan throughout our relationship. “A goal without a plan is just a wish.” – Antoine de Saint-Exupéry
Tax Planning
We’ll proactively identify investment and retirement distribution strategies that are most tax-efficient based on your unique situation. We can also coordinate with your trusted CPA or tax advisor to identify and implement this important component of your financial plan.
Pension & 401(k)
We’ll help you with the important decisions you’ll need to make at retirement for your pension, 401(k), and other employer-sponsored plans. Not sure if you should take the pension annuity or a lump sum? Considering if a rollover to an IRA is right for you? As a fiduciary, we’ll provide objective advice based on your unique priorities and financial situation.
Risk Management
Retirement Planning
Why Halley Hill Wealth Management?
Fiduciary Advice
We are an independent Registered Investment Adviser (RIA) firm and all advice is given on a fiduciary basis. This means we always put the client’s interests ahead of our own. We believe this is the right way to serve our clients and is the only way we’ll do business.
Expert Guidance
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Relationships & Personal Service
Everything we do is centered around you and earning a spot as your trusted advisor for the long term. We take great care to understand your unique situation and goals so we can provide the best possible advice. No “one size fits all” solutions. No call centers. Just good, old-fashioned customer service.
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