FIDUCIARY FINANCIAL PLANNING & INVESTMENT MANAGEMENT

Invest Smarter • Reduce Taxes • Optimize Income

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

From ensuring your loved ones are always taken care of to making sure your investments last throughout your retirement, we will help you implement strategies designed for unique situation and goals. We have access to 50+ leading insurance carriers to ensure you get the right coverage at a reasonable cost.

Retirement Planning

Contact us before putting in your retirement notice to ensure you’re making the right decisions at the right time for your retirement goals. We’ll help you transition to financial independence and continue to support you along the way.

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

All investment portfolios are researched, designed, and monitored by our in-house Chartered Financial Analyst (CFA). We are also very focused on identifying the most tax-efficient solutions for clients and stay up-to-date with the ever-changing tax rules and the opportunities those changes present for our clients.

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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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