Our Specialty
Hunt Group Private Wealth
At Hunt Group Private Wealth, our typical new client has $500,000+ in investable assets, and is looking for professional advice and assistance to manage their wealth.
A wealth management investment strategy is custom tailored for each client, with a personal plan focused on growing and preserving their wealth.
This is accomplished by using actively managed funds all based on our clients individual risk tolerances and time lines.
Our commitment to every client is to ensure they have a Living Plan which allows them to monitor how their plan is working and where they are tracking to achieve their financial goals.
Our Specialties
Business Owners
While everyone must address retirement, tax minimization and protection planning, business owners have unique needs requiring special attention and care.
High Net Worth
At Hunt Group Private Wealth we provide a suite of services designed to meet the often complex needs of high net worth investors and their families.
Professionals
Professionals have unique needs and opportunities when it comes to wealth management.
Suddenly Single
Allow us to assist you in the managing of your financial life, so you can focus on the emotional side.
Business Owners.
- Are you taking advantage of the top tax minimization strategies for business owners?
- How does your business fit into your retirement plan?
- Are you comfortable that your interests, your family and your business are protected?
- Even if you’re years away from slowing down, have you prepared a succession plan that works for you, your successors and your business?
With so many options available, selection the ones that fit your life and your business can be quite a challenge. But if you have any doubts about your plans, all you need is advice to help you choose the ones that are right for you. By working with us, business owner clients receive a unique combination of investment, tax, retirement and estate reviews.
High Net Worth.
As a complete wealth management program: We provide effective, tailored investment strategies focused on both long – and short-term needs integrated with specialized services such and tax and estate planning. Our timeless and disciplined investment philosophy provides the foundation to everything we do. Whether you prefer a managed portfolio or to participate more actively, our process is holistic, dynamic and tailored to your specific needs. This means there are situations where we may also involve your own accountant or lawyer to ensure a coordinated approach to managing your wealth. Having a plan is important. Having expert guidance to execute your plan is critical. We will work with you and all of your trusted professional team to provide you with a holistic wealth management solution.
Professionals.
While everyone must address retirement, tax minimization and protection planning, professionals have unique needs requiring special attention and care.
- Are you taking advantage of the top tax minimization strategies for professionals?
- How does your current income stream translate into your retirement plan?
- Are you comfortable that your interests, your family and your practice are protected?
- Even if you’re years away from slowing down, have you prepared a succession plan that works for you, your successors and your practice?
With so many options available, selecting the ones that fit your life and your practice can be quite a challenge. By working with us, professional clients receive a unique combination of investment, tax, retirement and estate reviews. Hunt Group Private Wealth is able to assist Professionals who are in any stage of their career.
Suddenly Single.
The loss of a partner through Divorce or Death is a life changing event.
Allow us to assist you in the managing of your financial life, so you can focus on the emotional side.
Our process is to work with you over time to ensure your financial future is something you can count on.
Together we develop a strategy which identifies your current expenses, needs, and wants. Then begins the process of answering the question “Am I going to be ok?”
Hunt Group has a full team of consultants ready to work for you. With our highly personalized service offering, we will be there to answer questions and give advice as you need, ongoing.