Experience has shown us that if we place our clients' interests first, our success will follow. Our investment philosophy is based on the premise that change is inevitable and we must strive to adapt to goals that are reasonable and prudent. Relationships built to last are founded on mutual trust and understanding.
By establishing the right investment objectives with our clients and getting to know what is really important to them and their families, we can implement a comprehensive financial plan that will help meet their needs. Providing for current and future income, protecting and growing wealth, and preparing for the transfer of assets to beneficiaries are increasingly more difficult goals to achieve for the busy and active investor.
By establishing the right investment objectives with our clients and getting to know what is really important to them and their families, we can implement a comprehensive financial plan that will help meet their needs. Providing for current and future income, protecting and growing wealth, and preparing for the transfer of assets to beneficiaries are increasingly more difficult goals to achieve for the busy and active investor.
Services
Perrotti Hamilton Wealth Management began in September of 2017 when Perrotti Partners Wealth Management and Hamilton Investment Strategies merged. We specialize in the retirement planning process and a customized approach to income oriented investments.
Through our affiliation with NewEdge Securities and NewEdge Advisors we offer municipal, corporate, and government securities, mutual funds, exchange traded funds (ETFs), common stocks, and managed accounts.We have always believed that our clients' needs are our top priority. Helping you meet your goals is our main concern.
Through our affiliation with NewEdge Securities and NewEdge Advisors we offer municipal, corporate, and government securities, mutual funds, exchange traded funds (ETFs), common stocks, and managed accounts.We have always believed that our clients' needs are our top priority. Helping you meet your goals is our main concern.
If you have a portfolio that you have not been satisfied with or you are not comfortable with your existing advisor, brokerage firm, or mutual fund, we will provide a second opinion on your existing investments without cost. We assess your current financial situation and objectives and work with you to develop a sensible financial plan.
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