Hourglass Wealth Management

At HourGlass Wealth Management, we strive to give our clients up to date information, excellent customer service, and personal attention.

Up to date information on the markets
Through HourGlass Wealth Management website, our clients have direct access to their accounts on a daily basis.  The website allows our clients to get daily updates on the markets, our opinions on the markets, and contact us directly with any questions that they might have through their accounts online .  Secondly, but most importantly, we send our clients at least monthly updates on the markets so that they are well informed with what is going on as well periodic phone calls with updates on their accounts to make sure that we are on track to meet their long term goals.

Excellent Customer Service
From the first appointment on, we take pride in walking our clients one step at a time so that they thoroughly understand their statements, accounts online, 1099s, and any other materials that we send out to them.  It is very important to us that our clients understand what they are investing in and how our recommendations impact them in regards to their long term goal planning.

Personal Attention
Our clients speak to us and they do not have to call into a 1-800 number in order to obtain recommendations for their accounts or to ask any questions that they have pertaining to their investments.  We have designed our office specifically to work with our clients on a one to one basis to help them understand their investments and impact of our recommendations.