Hamilton Wealth Management
You have many options when it comes to deciding who will manage your family’s wealth. Are you used to the same old “cookie cutter”, top down approach sold by many of the Wall Street brokerage firms? Are you comfortable knowing that your broker or advisor might receive financial incentives to push certain products or programs?Does this approach make sense when we're talking about your real-life future; retirement, risk management and planning what will happen to your hard earned estate?
If that’s what you’re looking for, you certainly won’t find it here! However, if you’re looking for a more client-centered approach, I urge you to read on and learn more about Hamilton Wealth Management.
In January of 2004 Tom Hamilton decided the traditional Wall Street approach was not one he believed in for himself, and more importantly, for his clients. After years as a financial consultant for a large national brokerage firm, Mr. Hamilton concluded that the typical brokerage firm model worked great… for the firm, but was broken when it came to looking out for the clients. He left that world and founded Hamilton Retirement Group (which later changed names to Hamilton Wealth Management to reflect the breadth of wealth management services offered) and affiliated with LPL Financial, the number one independent advisor brokerage firm in the country, as reported by Financial Planning magazine, June 1996-2013, based on total revenue.
The Financial Professionals at Hamilton Wealth Management provide financial advice and investment management for successful couples, families and business owners. Through LPL Financial, we have access to the products, services, research and extensive expertise to help you work toward whatever financial goals are important to you. From retirement planning, investment management and risk management to estate planning and long term care planning, we have the knowledge and expertise as well as the independence to be your “go to” financial quarterback. Though many firms also have extensive experience, we believe it’s our independence that sets us apart and can make all the difference for you and your family.
We invite you to learn more about Hamilton Wealth Management as well as LPL Financial. Check Mr. Hamilton’s background at FINRA.org (Broker Check). Become informed about who we are any why we believe our approach is the right one for our clients, family and friends. We'd be glad to answer any questions you may have about our firm or our broker/dealer LPL Financial.
We’re proud of how we do business and would love to talk with you about how it can make a difference for you.
Thomas M. Hamilton, AAMS
President of Hamilton Wealth Management