Our clients are active, generous, conservative and philanthropic. Through life experience they define wealth as positive relationships, good health, spiritual development, intellectual growth and financial resources. They rely on us for guidance on being responsible stewards of their wealth so that the people and organizations they love are reflected in their legacy.
Many of our clients have some or all of these characteristics:
- $500,000 to $15 million of investable assets
- Are transitioning from one phase of life to another
- Have expectations of realistic investment returns
- Desire wealth management solutions
- View Hammond Iles Wealth Advisors as their primary advisor
Individuals and Families
Together we create a strategy with the potential to grow and preserve your wealth, create lifetime income, transfer wealth to the next generation, care for aging parents and build your legacy.
We work closely with you to increase income potential, develop asset protection strategies and create business exit or succession plans.
Business owners are a special breed with unique financial needs.
Recently Independent Women
Because of the unique challenges that widowed and divorced women encounter, we offer guidance and financial education to build confidence and empower you to be independent so you can realize your life’s objectives.
By 2030 it’s estimated that women will control two-thirds of the country’s wealth.
Profiles – Hartford Financial Advisor Clients
Bruce – Age 59, Small Manufacturing Company Owner
Bruce founded his company at age 28 and truly loves what he does. Through hard work and diligence, he built a thriving business that supplies multiple industries. Bruce has successfully accumulated a net worth of $9.5 million.
Bruce’s son recently returned from university bringing new ideas and energy into the business. Bruce is thinking of stepping away to enjoy more time with his wife Bette, but wants to be sure his son is ready. Over the years, Bruce gave his business more focus than his personal investments. He values professional advice and needs an investment strategy designed to keep cash flowing for life. Bruce would like a professional team to help coordinate estate planning details, business sale or succession, tax planning, life insurance and charitable giving alongside his own accountant and attorney.
Bruce believes that a good business is a worthy neighbor and strongly supports various community organizations. Although his primary focus is his own retirement, he would like to learn how he can help his community in his legacy planning.
Wendy – Age 62, Widowed
Wendy was married for thirty eight years. During their life together, her husband was the primary income earner and managed their finances and investments. Wendy is adapting to her new life and maintaining her day-to-day finances, but prefers not to manage the investments. She has a net worth of $2.5 million.
Wendy desires to maintain her lifestyle and looks to a trusted advisor for education, guidance and a financial plan so she can see how her assets and investments support her visions and contribute to her family’s future.
Wendy is very spiritual with a strong set of values. She consistently supports her church, wants to provide for her children and grandchildren, and desires to give a charitable gift to the hospital that cared for her husband.
Arnie – Age 63, Corporate Business Executive
As a Fortune 500 executive, Arnie is looking forward to retirement. He and Annie have been married for almost thirty five years. Their children are now grown and successful, with children of their own. Together, Arnie and Annie have built a net worth of $5.3 million.
Arnie and Annie have focused on accumulating retirement savings, diligently investing in his company 401(k) and contributing to her retirement account. They feel uneasy about Arnie’s pending retirement and hope to maintain their current lifestyle, travel, visit the grandchildren and play golf, but are concerned about outliving their money.
Although a financial advisor has assisted Arnie and Annie with investments, they’ve never prepared a comprehensive financial plan. Creating a family endowment in support of their Alma Mater is also important to them, as is building a legacy for their grandchildren.