Hames Associates Wealth Management

At Hames Associates Wealth Management, we understand that every individual's financial goals and circumstances are unique. We take a personalized approach to wealth management, tailoring our advice and strategies to your specific needs and aspirations.

Our Mission

Our primary objective is to empower our clients to make informed financial decisions and achieve their financial goals. We work collaboratively with you to understand your individual needs, goals, and aspirations to create a tailored financial plan that aligns with your unique situation.

What We Do

We offer a comprehensive range of wealth management services, including:

**Wealth Planning & Goal Setting

• Developing a tailored financial plan that aligns with your goals and aspirations
• Setting achievable financial goals and milestones
• Prioritizing your financial assets and liabilities

Investment Management

• Building and managing a diversified portfolio that aligns with your risk tolerance and financial goals
• Regular portfolio reviews and rebalancing to ensure your portfolio remains aligned with your evolving needs
• Optimizing your investments for tax efficiency

Retirement Planning

• Developing a comprehensive retirement plan that maximizes your potential for growth and security
• Assisting with contributions, investments, and withdrawal strategies
• Providing guidance on state-sponsored plans like pensions and IRAs

Protection Planning

• Implementing strategies to protect your wealth from potential risks such as illness, accidents, and market volatility
• Providing guidance on risk management and insurance planning

**Corporate & Executive Services

• Comprehensive financial planning for executives and business owners
• Retirement planning and investment strategies tailored to corporate executives
• Succession planning and wealth preservation solutions

Our Approach

We believe in building strong, long-lasting relationships with our clients. Our approach is characterized by:

• Integrity: We adhere to the highest ethical standards and act with absolute transparency.
• Collaboration: We work closely with you to understand your unique needs and aspirations.
• Communication: We provide clear and concise communication throughout the planning and implementation process.
• Commitment: We are dedicated to helping you achieve your financial goals and ensure your long-term success.