Who We Serve

  • Our clients are Individuals, Families, Retirees, Business Owners, Corporate Executives, Senior Professionals, celebrities and professional athletes who are too busy with their own career and lives. They don’t have sufficient time to research and manage their finances themselves, and/or simply want a professional with the financial experience to work together with to enhance their overall financial situation.
  • Prudent investors who are relationship and goal-oriented, and whom expect the same from their financial professionals.
  • Passionate about their goals and understand that achieving them requires money and planning.
  • Appreciates the simplicity, freedom and peace of mind that comes from knowing their financial assets looked after by a trusted advisor.
  • Values our work and is comfortable with our way of doing business and how we are compensated
  • Recognizes the services we provide are worth every dollar spent.
  • Understand the best way to build our community is by their willingness to introduce us to other people who share these characteristics.
  • Has at least $500,000 - $5,000,000 in assets to engage in their wealth building.
  • Focuses on what is really important to them and want to hear the truth from us.
  • Allows us into their lives, so we can create a truly tailored wealth plan.
  • Trusts our employees and core values of professional knowledge, integrity, personalized services and teamwork

HOW WE SERVE

“Hall Wealth Management Group believes exceptional service is the key to successful long-term relationships.”

Exceptional Service
Our financial advisors will review your current financial position and create a customized roadmap to help you chart your future.  We offer:

  • Portfolio Management
  • Estate Planning
  • Tax Planning & Preparation
  • Wealth Planning
  • Risk Management

We limit our client base to well below the industry average so that we can focus on building and maintaining relationships with our clients, not just establishing accounts.

Our 3 Step Process

  1. Manage wealth before retirement.
  2. Create a retirement withdrawal strategy that prolongs assets in retirement.
  3. Develop legacy building strategies that protects, preserves, and transfers wealth.

Mission
To provide exceptional service to our professional, business owner and retiree clients. We help relieve them of the burden that personal money management creates by providing customized money management strategies tailored to work toward their financial goals.

Vision
Clients passionately recommend us to all their family, friends and business associates due to our unquestionable integrity and our impeccable client service.

Core Values
Professionalism, Integrity, Competence, Objectivity, Fairness, Confidentiality, Diligence

OUR PHILOSOPHY

The Hall Wealth Management Group's investing philosophy is our guiding principal in helping you reach your financial goals:

  • Valuation counts
  • Insiders are smart
  • Technical analysis is effective
  • Trends are powerful and can buffer minor mistakes
  • Contrarian thinking is hard, but rewarding      
  • Stick to the game plan
  • Adapt to major changes in market conditions
  • Prepare for something, but be ready for anything
  • Avoid the big loss at all costs
  • Invest primarily on a 3 year timeline
  • Tactical investments as needed
  • Defense comes first
  • Total return approach instead of yield reaching

OUR COMMITMENT

Hall Wealth Management Group was founded with the goal of assisting our clients in every aspect of their financial lives. We’ve provided some of the most personalized service available. For each of our clients we strive to help create financial stability and to help provide financial independence.

Our Commitment

Our staff consists of experienced professionals with a "hands on" approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about making your dreams a reality. As your Financial Professionals, we will do everything in our power to keep you focused on where you want to go, advise you on how to get there, and continually remind you of the importance of maintaining a disciplined approach to pursuing your dreams.

Our Principle

Our company is based on the principle that education and understanding of your current financial situation is vital to successfully make prudent decisions concerning your future financial condition.

Core Values

  • Our Wealth Managers put the client’s interests first, not their own.

  • We must disclose an actual or potential conflict of interest.

As part of our commitment we abide by the CFP® professional fiduciary code of ethics and responsibilities that stipulates:

Integrity

A CFP® professional shall offer and provide professional services with integrity.

Objectivity

A CFP® professional shall be objective in providing professional services to clients.

Competence

A CFP® professional shall provide services to clients competently and maintain the necessary knowledge and skill to continue to do so in those areas in which the CFP Board designee is engaged.

Fairness

A CFP® professional shall perform professional services in a manner that is fair and reasonable to clients, principals, partners and employers, and shall disclose conflict(s) of interest in providing such services.

Confidentiality

A CFP® professional shall not disclose any confidential client information without the specific consent of the client unless in response to proper legal process, to defend against charges of wrongdoing by the CFP® Board designee or in connection with a civil dispute between the CFP® Board designee and client.

Professionalism

A CFP® professional's conduct in all matters shall reflect credit upon the profession.

Diligence

A CFP® professional shall act diligently in providing professional services.