HP Wealth Partners Process

Every asset has risk, understanding that many of our clients have taken many risks achieving success. Our goal is return of capital not sleepless nights.​

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• Discovery Meeting: Broad discussion of holdings to assets exposure to various asset classes or sectors, real estate, family business, retirement assets, brokerage assets, hedge funds, oil and gas, family limited partnerships, stock options, concentrated positions and many other investments.

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• In-Depth Discussion and Analysis: Review and discussion regarding financial needs and risk exposure of all holdings. Future needs analysis, goals, objectives and legacy planning. Analysis of unique solutions and realistic risk assessments.

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• Personalized Allocation Modeling: We employ proprietary models to determine the optimal mix of investments to best align with your specific financial objectives and time horizon.

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• Customized Recommendation: Presentation of assessment and recommendations based on your needs, future goals and current market and personal holdings.

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• Ongoing Monitoring and Optimization: The plan is only a beginning and a constant work in progress as investing is a journey not a one-time solution. ​​

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