Hiley Hunt Wealth Management is an Investment Management and Advanced Planning Firm

Financial Planning

HHWM serves our clients by offering coordinated wealth planning. These services include areas such as:

  • Investment Management
  • Retirement Accumulation & Distribution
  • Education Planning
  • Estate & Trust Planning
  • Risk Management
  • Sudden Wealth
  • Social Security Planning
  • Divorce Planning
  • Tax Planning
  • Charitable & Planned Giving
  • Asset Allocation
  • Privately Held Small Business Planning

Resource Coordination

HHWM maintains relationships with tax, insurance and estate-planning professionals who maintain the same client centered standards that we hold ourselves to.

Investment Management

At Hiley Hunt Wealth Management we believe that successful portfolio management begins with you. We seek to create individual portfolios by learning about our clients’ needs and goals. Our objective is to create a unique plan focused on long-term success through strategic investment decisions that are evaluated in terms of a three to five-year time horizon.