Personal Wealth Guidance
For Valparaiso, IN & Beyond
We work closely with individuals, couples, and families throughout Northwest Indiana and beyond to prepare a course for their future and ensure the wealth they’ve built endures over time.
Through comprehensive financial planning and investment management, we help organize, secure and bring direction to your financial life.
Partnering Together To Wisely Manage Your Wealth
Through Retirement & Beyond
The conscientious people we serve have dedicated time and energy to create the financial stability they have today.
Our goal is to help you and your family develop custom strategies to maintain this wellbeing for years—and generations—to come.
Together We’ll Optimize Your Financial Picture
Personalized
Investing
Tax-Savvy Financial
Planning
Insurance
& Protection
Estate
Planning
We collaborate with our clients to preserve and grow their wealth and custom design their financial future.
We Believe In
Good Stewardship
HWM places responsible money management at the core of all of our relationships. Here is a small example of what we bring to our work each and every day.
As a fiduciary, we act in the best interest of our clients. Our recommendations are objective and developed with your goals in mind.
We’ll work together to discover what truly matters to you, explore options to better align your finances, and establish a strategy to propel you forward with confidence.
We’re experienced at simplifying complex financial scenarios and providing options that are custom-catered to your unique situation.
