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Investment Planning

Hourglass Wealth Management can provide retirement planning for individuals and businesses, prepare you for college and provide overall wealth management.

Investment Strategies

Hourglass Wealth Management is able to provide the tools to that will help you save for your future. We will personalize a program to suite your needs and investment style.

Tax Management Strategies

Hourglass Wealth Management will work with you or your business to make sure you’re positioned to maximize your tax benefits. Every situation is different which is why you will receive personalized service.
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Our Purpose

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your financial goals.

Choosing and Using a College Checking Account

Attending college requires learning about many aspects of life outside the classroom, and one of those is managing a checking account. Even if your student had an account in high school, college will require handling more money, more often, without your direct supervision. Whether...

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What are some tips for managing my money?

As with virtually all financial matters, the easiest way to be successful with a cash management program is to develop a systematic and disciplined approach. Spending a few minutes each week to maintain your cash management program, can help you keep track of how you spend your money and pursue your financial goals.

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Retirement Plan Distributions

When it comes to receiving the fruits of your labor — the money accumulated in your employer-sponsored retirement plan — you are faced with a few broad options. Should you take the payout as systematic payments, a lifetime annuity, or a lump sum?

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