After observing the challenges colleagues were having understanding their investment options as public school employees, David Hackett started helping his fellow teachers invest in the early 1980s. Dave continued to grow his financial advisory practice over the last thirty-five years with a reputation as a thoughtful investor and a no nonsense financial adviser.
David's son, Cameron Hackett joined full-time in 2014 as a partner in the firm with expertise in the non-profit and ministry worlds. This father-son team works well together and continues to bring excellent service to a small clientele of savvy investors and life-long savers.
David's son, Cameron Hackett joined full-time in 2014 as a partner in the firm with expertise in the non-profit and ministry worlds. This father-son team works well together and continues to bring excellent service to a small clientele of savvy investors and life-long savers.
Services
As Wealth Managers we help clients design their portfolios using stocks, mutual funds, ETFs, and a variety of alternative investment products. We charge an asset-based fee only, allowing us to serve clients without selling any propriety products or charging commissions on investment transactions. We do not put people into a generic portfolio.
We have a Fiduciary responsibility to disclose all material facts about our services including both current and potential conflicts of interest to our clients, and the advisory fees we charge. We do not charge commissions on investments. We make decisions that are in the best interest of the client in order to meet client objectives.
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