Why Hassell Wealth Management

We build financial plans based on a threefold mission of providing clarity, strategy, and accountability. We also stand out from other financial advisors by being:

• Fee-Only and Fiduciary: We are legally bound to offer recommendations that put your interests above our own.

• Transparent: We are open and transparent about what our services cost so you are never left wondering about the value you are receiving.

• Thorough: We focus on more than just investments. Our financial services are both comprehensive and personalized to your needs.

• Goals-Based: Rather than managing your investments based on an arbitrary index benchmark, we will build a portfolio customized to your financial goals.

• Patient: We are not here to rush you through a financial plan—we take time to get to know you and your situation so you can feel comfortable that our recommendations are based on your needs.

• Multi-generational and Team-Based: Our team members will work closely with one another to serve you. We plan to be here for the long term and have built a firm to meet your needs throughout the various stages of your life.