wealth managed to a higher standard

HSW Advisors is An Award-Winning and Nationally-Ranked Independent Private Wealth Management Boutique.

Broaden The Landscape Of Your Legacy.

You’ve built something memorable, but how will you continue to grow and preserve it?

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.

Build Your Foundation, Holistically.

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 the financial wealth. We believe that stewarding wealth through life’s transitions, establishing legacies and sharing and transferring core values are integral parts of managing your wealth. Markets go up and down, but sound financial planning creates futures built to last.

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.

As fiduciaries, our clients’ values, goals and best interests are at the heart of every planning and investment decision we make. Substantial families demand bespoke solutions, and integrating customized tax, estate, insurance, financial and philanthropic planning with sophisticated investment consulting is what we do best.

Our Services

Map Your Financial Future With Expert Guidance.

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 free of obstructions. Let us engineer a custom blueprint for you, your family, your business and your future.

Our Team