1. The Cedar Hill Wealth Management Group is a comprehensive wealth management team that focuses on affluent individuals and institutions that value a client centric management style. We structure each solution around client specific needs with a "no stones unturned approach."
2. We bring over five decades of combined experience in developing, implementing and executing successful investment strategies.
3. We pride ourselves on constructing portfolios that hedge losses during down markets and take advantage of growth periods by selecting a core group of funds in order to get diversification, while conducting due-diligence on an individual investment basis to tilt portfolios toward specific client needs, to protect or potentially outperform, as market conditions dictate.
4. We approach individuals and institutions’ needs with a high degree of intellectual creativity and focus on details.
5. Our innovative solutions are backed by a leading, global financial firm that brings unparalleled lending, planning, trust 401k, insurance, research & cash management services.
6. We coordinate our planning solutions with your private banker, CPA, trust officer, attorney & insurance specialist.
7. We share our client’s strong charitable and community involvement by donating 3-5% of our net revenue to charitable organizations.
8. We work with our clients through their life changes to help demystify investing and ease their change into each new phase.