Wealth Management process graphic

Wealth Management Tailored to You.

We understand that no two financial goals are exactly the same and neither are the concerns that come with them. Whatever keeps you up at night—leaving a legacy for future generations, being able to make charitable gifts, retiring on your terms—it’s our mission to remove the uncertainty and keep you on track.

Transparency and Trust.

Planning with Hess Segal Group means you will always know where and how your money is being invested—no jargon, no confusion. Our decisions are always made with your best interests top of mind, which is the highest fiduciary standard of business. We do not have ties to particular investment products or firms, enabling us to focus only on what is right for your needs.

Our Wealth Portal gives you complete access to your account whenever you need it. In addition, you’ll receive regular statements, informative newsletters and emails, and invitations to our frequent educational events.

Common Sense Collaboration.

Working with us is like having a conversation with a good friend: straightforward, genuine, and focused on what’s important to you. Our financial planning process is flexible to your schedule and involves three easy steps:

Discovery Meeting: We start by reviewing your current financial standing, what goals you are striving to accomplish, and how we can help make those goals a reality.

Planning Meeting: Next, we will explore all the avenues available to you for achieving your financial goals, along with an investment strategy to keep you on track. We will also explain all costs involved with our services to implement your plan.

Implementation Meeting: Once we know your goals and have a plan for the road ahead, it’s time to put your plan into action. In our final meeting, we will begin the steps to implement your financial plan.

We will be happy to answer your questions and schedule a discovery meeting. Our goal is helping you achieve your goals, on your terms.

Let's get acquainted.