Welcome to Hamilton Wealth Management
Hi. Thanks for visiting the Hamilton Wealth Management website. Hopefully, you are here either as a current client or as a prospective client looking for more information about our firm and how we may be able to help you and your family with your unique financial situation. Either way, we're glad you're here! After reviewing the information on our website, if you would like to contact us personally please call our office at (585) 381-9870 or use the “Contact” tab above to send us an email.
If you are a prospective client of HWM, thanks for your interest. We have designed the website to provide you with some of the basic information about who we are and how we may be able to help you. Please explore the “Our Unique Process” tab to learn how Hamilton Wealth Management applies our Endowment Style Investment Management to our clients and families portfolios.
For clients, thanks again for the trust you have placed in us! You can access your accounts by selecting the “Client Login” link. You will need to sign up for “Client Account View” through our brokerage firm, in order to receive your protected sign-in information including user ID and password. Feel free to contact our office if you'd like assistance in signing up for Account View – Lesa would be happy to walk you through it. Also, please pass our website link along to a friend, neighbor or coworker as they may be able to benefit from our client-focused services. Thanks again!
To contact us for a no charge initial consultation please call our office at (585) 381-9870 or contact us via email using the “Contact” tab here on the website or emailing Mr. Hamilton directly at [email protected]
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
U.S. Personal Savings Rate
What can be learned from the savings rate?
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
It's important to understand how inflation is reported and how it can affect investments.
There are things about Social Security that might surprise you.
Here's a breakdown of how the federal government spends your tax money.
Do your insurance needs stay the same when the nest empties?
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine your potential long-term care needs and how long your current assets might last.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
What does your home really cost?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
It's easy to let investments accumulate like old receipts in a junk drawer.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, cracking the code on bonds.