Broker Check

 

Divider

Hamilton Wealth Management
590 Willowbrook Office Park
Building 500, Suite 590
Fairport, NY 14450
(585) 381-9870  (877) 589-8062
thomas.hamilton@lpl.com

Twitter   LinkedIn

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 thomas.hamilton@lpl.com .

Helpful Content

What to Look for in a Long-Term Care Policy

What to Look for in a Long-Term Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

Trends in Charitable Giving

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

Estimating Your Estate Taxes

Estimating Your Estate Taxes

Estate tax laws have changed a few times in recent years. Do you know the new rules?

 

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

The Lowdown on Those Free Credit Scores

What’s the deal with your yearly free credit report?

Important Birthdays Over 50

Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.

U.S. Personal Savings Rate

What can be learned from the savings rate?

9 Facts About Social Security

There are things about Social Security that might surprise you.

View all articles arrow

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

View all presentations arrow

Rightsizing for Retirement

What does your home really cost?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

View all videos arrow