The HWA Team is a powerful resource. Our approach is based on honesty, integrity and a highly personalized level of client service. Our combined experience brings a unique perspective to all we do and provides added value to our clients. Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Stacy Clifford is President and Founder of Holistic Wealth Advisors and has been providing wealth management services to families, businesses and community organizations in the Capital District and surrounding areas since 2002.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. Stacy Clifford is President and Founder of Holistic Wealth Advisors and has been providing wealth management services to families, businesses and community organizations in the Capital District and surrounding areas since 2002.
Services
We start and end with your dreams. Once we know what you want out of life - for yourself and your family - we evaluate where you are relative to your goals. Holistic Wealth Advisors' experience in managing the financial lives and wealth of hundreds of clients has allowed us to develop a process by which we gather information from you, create and implement your financial plan and monitor it to ensure growth, now and in the future.
At Holistic Wealth Advisors we know that retirement planning strategies are not always at the front of your mind. Life is busy with raising kids, working hard, taking care of family and friends and many other of life's busy demands. That's why at Holistic Wealth Advisors we make your retirement planning our priority by making sure it gets the attention it deserves.
When you hear the phrase financial planning does it make you cringe? Do you think of a big binder full of graphs and words that you pay a lot of money for, read it once and never look at it again? Most people think of this as a tedious process and a lot of work so they never do it! We start with our Holistic Wealth Checkup.
Holistic Wealth Advisors has a truly unique approach to wealth management. We start with our Holistic Wealth Checkup so that the foundation of our wealth & asset management strategies are aligned with the specific needs of our client. Our wealth management philosophy is centered around a disciplined, non-emotional approach to investment selection.
Can you describe the purpose of your investment strategy? This is an important question for all investors to be able to answer. It's not just about beating a benchmark or achieving a high rate of return. While it can certainly be part of the conversation, at Holistic Wealth Advisors it centers around one key word - purpose.
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