OUR PURPOSE

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Why Choose Hourglass Wealth Management

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.


Our Process

discovery.gif DISCOVERY PROCESS
When we first meet with our clients our intention is to strictly find out what their goals and objectives are.  Our goal is to create a portfolio and plan that works for our clients for a lifetime.
strategies.gif OBTAIN INFORMATION
Next we obtain the necessary statements, tax documents and estate documents to review the client’s current financial situation.
strategies.gif STRATEGIES
After we obtain the necessary financial statements, we start to develop strategies for the client to help meet their long term goals.
implementation.gif IMPLEMENTATION
Finally we meet with the client to implement the strategies that we have discussed with the client to develop a plan.
proactive.gif PROACTIVE CARE
We strongly suggest that all of our clients meet with us on an annual basis to review their investment plan and implement any changes that need to be made so that we can make sure that we are there for our clients when they need us the most.

“Beware of little expenses; a small leak will sink a great ship”

-Benjamin Franklin