After many years of managing money for my clients, I decided to reinvent Wealth Management. I saw that the industry was too focused on helping people invest their wealth but not helping them make great choices about the way they live and spend their wealth. The truth is that for almost everyone money, i.e. wealth is an economic resource.
More of it gives you more choices--less of it gives you fewer choices. Nevertheless, wealth should be utilized every day as a resource to allow you to live the life you really want. It's about helping people understand what they want their life to be like, making sure they have the resources to live it, and then making sure they're protected from life's surprises.
More of it gives you more choices--less of it gives you fewer choices. Nevertheless, wealth should be utilized every day as a resource to allow you to live the life you really want. It's about helping people understand what they want their life to be like, making sure they have the resources to live it, and then making sure they're protected from life's surprises.
Services
Our wealth management advisory services offer perspective and insights into what affluent clients need and expect. We understand both the challenges and opportunities that come with substantial wealth. Our private client tax services offer specialized guidance about the possible impact of current and proposed tax legislative conditions have your financial goals and wealth assets.
K. Thomas Hutt, Managing Partner, provides private wealth management, investment advisory and financial planning services and offers investment products across all major asset classes to a diverse group of institutions and high net-worth individuals. Build relationships by developing a thorough understanding of client needs to help them pursue their goals.
We work closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management *strategies. We then identify investment opportunities to help our clients reach their objectives. We complement these services with robust execution capabilities and attentive client service.
Equities-An essential component of a balanced portfolio for long-term investors seeking growth and diversification. Municipal bonds- For investors in higher income brackets who want to benefit from tax-advantage income, relative safety and increased predictability. Mutual funds-Offer diversification across asset classes, geographic regions and investing styles.
We all deserve the chance for a life of security, faith, family, friends, and prosperity. That's why we are committed to helping create a community of equality where everyone has the opportunity to pursue their dreams. While we are passionate about many causes, the Black Lives Matter movement has highlighted with devastating clarity just how imperative it is to focus on our fight against racism.
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