Wealth management approach
Our group is extremely skilled in generating wealth, preserving capital, liability management, creating perpetual income streams and ultimately the tax efficient multi-generational transfer of assets within families and to charities.
We have a disciplined wealth management process that is designed to optimize your returns and income while minimizing your risks. At the heart of this investment process is the constant application of risk mitigation strategies. Unique to the Hillard Haggerty Group, we graphically display your projected income streams, as well as your risk/return characteristics, with our proprietary Retirement Income Strategy and Growth and Protection Analysis tools.
If you are concerned that your current financial strategy doesn’t employ risk mitigation or that your future growth and income may be more volatile than you would prefer, our group will help get you on track to a successful financial future. We invite you to contact us
today to learn how we can be of service to you.