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. Also, please read more about the brokerage firm we use, LPL Financial. We believe the combination of HWM and LPL Financial offer you and your family a unique approach to truly unbiased financial advice and investment management services.
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, LPL Financial, 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 firstname.lastname@example.org .
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Knowing the rules may help you decide when to start benefits.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator helps estimate your federal estate tax liability.
Estimate your monthly and annual income from various IRA types.
Estimate how much you have the potential to earn during your working years.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Roth IRAs are tax advantaged in a different way from traditional IRAs.
Pundits say a lot of things about the markets. Let's see if you can keep up.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?