HA&W Wealth's Comprehensive Approach
HA&W Wealth strives to be different from traditional wealth management firms. Our approach is more comprehensive, covering all of your assets from investments, real property, vehicles and collectibles to the family business. Traditional wealth management firms are more narrowly focused on investable – or liquid – assets.
Looking after a broad range of assets requires a broad range of skills, which many wealth management firms do not have in-house. HA&W Wealth taps into the expertise of its parent accounting firm – Habif, Arogeti & Wynne – to provide a much more comprehensive level of service. When HA&W Wealth provides a tax strategy for your family, it covers all of the family's assets. For example, the strategy wouldn't make sense unless it considered the family business as well as the family's investments.
HA&W Wealth distinguishes itself by providing an array of benefits including:
- A Personal CFO
- Our Building, Living and Giving Platform
- Your Portfolio at a Glance
- The Resources of HA&W
- Wealth Management Services
- 24/7 Service