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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

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.
Next we obtain the necessary statements, tax documents and estate documents to review the client’s current financial situation.
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After we obtain the necessary financial statements, we start to develop strategies for the client to help meet their long term goals.
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Finally we meet with the client to implement the strategies that we have discussed with the client to develop a plan.
proactive.gif ADDITIONAL CARE
We strongly suggest that all of our clients meet with us as frequent as possible 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