Background Checks for Your Protection

Today, you must protect yourself against the threat of fraud. Wealthy families are primary targets for a variety of schemes designed to part you from your wealth. We consider background checks a prudent means of protecting your assets.

In efforts to protect yourself and your family members, you may have occasion to request a background check for a potential employee, a new business associate or a service provider with whom you are not well acquainted. HA&W Wealth is pleased to offer its assistance in such matters.

HA&W Wealth performs criminal background checks, verifies social security numbers and conducts research regarding bankruptcy filings and tax liens. This is just the beginning of our research capabilities. We have the ability to conduct extensive customized research, depending on your needs. We interview clients to ascertain their objectives, and then propose a detailed, customized research solution.

 

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Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC. Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Investments through PKS or HA&W Wealth Management, LLC, are: NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.