Working With Us

HWCC has no specified minimum or maximum account requirements, although our typical client relationship involves several hundred thousand dollars or more. 

We openly discuss and disclose compensation. We offer several ways to pay for our services: via hourly fees, asset management fees, or commissions paid by product sponsors for placements into recommended investments* or insurance. In instances where product sponsors pay commissions, we do not "double-dip" by also charging fees on those assets. All investment advisory work is done as fiduciaries for our clients.

We can be retained for overall financial planning and analysis, specific project consulting, or discretionary portfolio management (through the Registered Investment Advisory programs of SagePoint Financial, Inc.). Our goal is long-term client relationships, and we work hard to deliver excellent value for each and every client.


*Securities offered through SagePoint Financial, Inc.