Hopefully, you are here either as a current client or as a prospective client looking for more information about our firm and how we may be able to help you and your family with your unique financial situation. Either way, we're glad you're here!
After reviewing the information on our website, if you would like to contact us personally to schedule a no-cost initial meeting, please call our office at (585) 381-9870 or use the "Contact" tab above to send us an email.If you are a prospective client of Hamilton Wealth Management, thanks for your interest.
After reviewing the information on our website, if you would like to contact us personally to schedule a no-cost initial meeting, please call our office at (585) 381-9870 or use the "Contact" tab above to send us an email.If you are a prospective client of Hamilton Wealth Management, thanks for your interest.
Services
At Hamilton Wealth Management we aren't under the delusion that we can save the world. Our primary mission is to help individuals, families and businesses manage their complicated financial lives. We can only help a limited number of people and feel a great responsibility to those few families. Because we are an independent firm, we work for our clients, not for any specific financial institution, investment firm or other corporate entity.
At Hamilton wealth Management we provide individualized financial guidance that is unique to each of our clients' personal situation. This can cover a wide variety of planning and investment areas. We provide a general listing of areas we may provide guidance in below. Please read about Our Unique Process in that section of our website.
At Hamilton Wealth Management we bring the experience, independence and personal engagement of our local team (Office in Pittsford, NY) together with the vast resources of WealthPLAN Partners and Securities America to provide a complete financial planning and investment management experience designed around your personal goals and needs.
Note : I urge you to fully read this discussion of our client engagement process. It may be the most important information on our website. It will take you a few minutes, but until you understand the process we use to add value to our clients financial lives you can't properly assess whether our firm might be a good fit for you and your family.
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