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What You Can Expect
We tailor our advice based on our clients’ goals and needs. In addition to managing investments, we offer comprehensive financial planning services which include: tax planning, retirement planning, education planning, and charitable giving. We call this approach True Wealth Management.

Acting In Your Best Interests
HWC Financial is an independent Registered Investment Advisor (RIA). This means we have a fiduciary duty to act in the best interest of our clients. Brokers, who often receive incentives for selling clients particular financial products, are not held to this standard.

How We Work
We are compensated solely by client fees. This is an important distinction from working with a broker, who may receive undisclosed commissions or “kick-backs” for selling a specific financial product that may not be in the client’s best interest.