Whether you are a high-net-worth individual interested in best practices around philanthropy or transferring values and wealth across multiple generations, planning for your retirement, or a large institutional investor in need of complex tax planning, asset management or retirement planning services, HSW Advisors can help you optimize your wealth and explore new investment opportunities that align with your goals. It’s your wealth, managed with direction, purpose and professionalism.
HSW Advisors is An Award-Winning and Nationally-Ranked Private Wealth Management Boutique.
The foundation of your wealth is built on much more than money and assets. For many wealthy families and companies, the preservation of the family or company and its values is as important as the preservation of financial wealth. At HSW Advisors, we build more than wealth. We do more than manage assets and coordinate investments—we create and enable meaningful experiences, such as private family retreats or comprehensive retirement plan education, to help you attain your greatest financial aspirations. We work with you and your other trusted advisors, such as accountants and lawyers, to build your legacy, and we build it to endure.
Our team of experienced and accredited professionals is committed to helping you structure your wealth for today’s luxury and tomorrow’s security. With over 100 years of private client experience, we combine decades of work in financial markets with skill in values-based estate, tax, legal and philanthropic planning to deliver proactive advice and time-tested solutions, customized to your individual needs. We work with you to chart an investment course and map your financial future so your path to continued success is direct and without obstructions. Let us engineer a custom blueprint for you, your family, your business and your future.
As proud fiduciaries, our clients’ values, goals and interests are at the heart of every planning and investment decision we make. We do not have financial products to sell to clients and as a result, our clients have greater access to high-quality investments and solutions from top investment firms who compete for their business.
This objectivity supports our integrity-driven ethos. Our job is to uphold our fiduciary responsibilities and practices while focusing on the financial objectives, values and legacies our clients wish to fulfill. It's that transparent.
A fiduciary is a professional who is legally required to act solely in the interests of their clients. By law, their advice and recommendations must align with a client’s specific objectives, timeframe and risk tolerance.
Accredited Investment Fiduciary® Designees are formally recognized for demonstrating a full understanding of how to implement fiduciary processes to help individuals, families and companies achieve their investment goals in a responsible and accountable manner.
As AIF® Designees, HSW Advisors has a commitment to:
- Develop a personalized investment strategy based solely on our clients’ investment needs.
- Apply objective, comprehensive standards for evaluating and recommending investment options for client portfolios.
- Monitor and report portfolio performance on an ongoing basis and recommend changes when necessary.
- Conduct reviews of our business practices to ensure fiduciary principles are being properly applied.