It likely took years of sacrifice and planning to establish your foundation for the future. You want your money to be there should you decide to access it – or if you occasionally need some portion for a priority. We understand your perspective.
At Hext Wealth Advisors, our first and foremost objective is to help you preserve your capital. We apply traditional values in our investment strategies and consider the tax implications in all that we advise you to do. Tax planning is our forte.
Our clients are generally conservative in their portfolio preferences. While they understand there is a degree of risk when investing, they come to us because they know we treat their assets with the care and due diligence they deserve.
These are volatile times. Whether you’re planning for retirement, considering estate ramifications, or setting up an investment program for your employees, Hext Wealth Advisors will put your interests first in every encounter. That’s our pledge. It’s your money.
* Minimum Requirement: $500,000 in liquid assets.