Hansom Wealth Management was founded around understanding and creating strategies to support the complex needs of growing, managing and transferring wealth.

Modeled after a traditional Family Focused Office, we guide and support the financial lives of select families that are invested in the accumulation, management and transfer of their wealth. Whether an emerging executive, affluent couple or high net worth family, we shepherd each household through a goals-directed planning process designed to help ensure that our client families benefit from all that their wealth allows.

In essence, our Family Focused Office Services entails the coordination and management of a client's household financial affairs. We act as a liaison to other professionals such as accountants, attorneys and the like while also offering a multi-disciplinary approach to providing investment and financial counsel to its private clientele.

Hansom Wealth Management provides a variety of services including independent financial counsel, investment advice, legacy and philanthropy planning, risk management and asset preservation strategies, trust* and estate planning as well as lifestyle management.

To learn more about Family Focused Office Services at Hansom Wealth Management, please either connect with us or learn more about our process and services below:

LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.

Hansom Wealth Management and LPL Financial do not offer legal advice or services.