What We Do...
Simply put, we provide our clients sound advice and offer a comprehensive suite of services to support the capital accumulation, wealth management and trust advisory needs of successful Individuals, Families and Businesses.
We initiate each client relationship with a comprehensive inventory and holistic assessment of all aspects of that client's goals, assets, liabilities, risk tolerance as well as legal considerations.
Hansom Wealth Management is redefining financial services by providing client centric strategies for one to be on track towards their financial goals.
Hansom Wealth Management and LPL Financial do not offer legal advice or services.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Asset Management & Insurance Planning
Whether its accumulating assets for the future, establishing a distribution strategy for retirement or you are looking for the right amount and type of insurance protection, we provide an open architecture platform of asset management and insurance planning services to support our clients
based on their goals.
Fee-Based
Financial Planning
Through our Define> Refine> Align™
process we help you to identify what is important to you, coach you to take action, and then we track the progress you are making on your goals. Let us help you figure out your investment goals and set the strategies in place to
help you pursue them.
Family
Office Services
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.