Your Wealth Strategist is the primary steward of your wealth management plan. Focused on both the big picture and precise execution, we establish a high-level strategic plan, design specific solutions to support that plan and oversee strategy implementation. To create a truly integrated plan with clarity of purpose, your Wealth Strategist pays exceptional attention to your family’s values and goals, as well as financial, charitable, tax and estate planning considerations.
As steward of your wealth management plan, Hawthorn Wealth Strategy Services focuses on both the big picture and precise execution.
Your Wealth Strategist will help you:
Having taken the time to understand your circumstances, we are prepared to recommend appropriate solutions at the right time. With a forward-focused approach, we address the wide spectrum of your legacy – family values, finances, business and philanthropy – and plan ahead for the needs of future generations.
Our Wealth Strategists are experienced professionals, with access to a broad array of tools, including wealth transfer, estate planning, tax analysis, financial modeling and philanthropic development. They work closely with your other Hawthorn advisors as well as any advisors you designate to create a comprehensive, cohesive wealth management plan.
