Our mission
Our team provides customized investment management, and wealth planning services designed to help business owners, multigenerational families, executives and entrepreneurs turn complex financial strategies into impactful decisions that can benefit future generations.
The name Hyperion comes from the world's tallest known tree, which is an extraordinary symbol of strength, resilience, and lasting growth. We believe the same is true of successful wealth and investment planning. Just as a thriving tree depends on a strong root system and balanced branches, lasting wealth requires a thoughtful foundation, strategic structure, and long-term care. That's why we place wealth planning at the heart of everything we do.
Hyperion Wealth Group also focuses on providing distinctive solutions for family offices, and clients who have private equity as a sizable component of their estate. By working with our team of experts, you will receive personalized guidance on investments, risk management and charitable giving strategies, along with wealth preservation solutions to help meet your long-term goals.
Our holistic approach to wealth management considers not just your immediate financial needs, but also the needs of your heirs and the legacy you want to leave behind. Whether you are planning for retirement, saving for your children's education, giving back to your community, or looking to protect your assets, our services are tailored to ensure your wealth has a meaningful impact for your family and generations to come.
Social Media
See footer below for group’s social profiles >
Addressing the unexpected and evaluating your protection strategies can help provide you with financial confidence as you start a new year. Regardless of your stage in life, let’s connect to review your plan.
Are you a business owner hinging your retirement on a big payoff from selling your business? If so, it's vital to know what your business is worth. DM me today to talk through your business valuation.
The start of a new year is a great time to assess your giving and legacy planning goals and review assets, including your life insurance beneficiary designations so they match your intentions.