No matter where you are financially, it’s important that you are taking steps to actively address the issues that managing wealth presents. There are different Wealth Management issues that are most important to our clients and their families. Each of these issues is interrelated and acts like a balancing scale. If you make an adjustment to one issue, it affects the others. It is critical that you have one who is knowledgeable about your complete financial picture, including your tax situation, so you can be given appropriate information and recommendations. We will work with you to create an action plan that addresses these issues as you see fit.
In response to client feedback, we have given greater access to information to better meet your needs. Clients will have the ability to check both their direct-to-fund and brokerage account information through the Client Center. This access is found by clicking here and going to MyHDVest.com and access is granted through the Client Login (Upper right corner of the page).