Frequently Asked Questions
What kind of clients do you work with?
From business owners to senior executives, professionals and retirees – our clients are generally motivated to make a difference though innovative contributions or charitable giving. Their previous financial success tends to bring a level of complexity that lends itself to professional guidance, and their demands require working with a firm that is proactively looking out for their best interests. At Hall Private Wealth Advisors we believe in continuous innovation and looking beyond what is directly in front of us. We do our most rewarding work for individuals who share our entrepreneurial spirit.
Why do clients work with HPWA?
Quite simply, our clients know that they have chosen a team that has their best interests at heart. Our core values of integrity, simplicity, transparency, flexibility and innovation align with our client’s interests and their character. Our client’s work with us because we offer high-touch asset management, financial planning and succession planning services. They know that we are responsive to their needs, and proactively seeking value and efficiency.
Do you have an investment minimum?
We have not set a formal minimum investment requirement, as many of our relationships are in high-growth mode as they begin their journey to change the world, and we are willing to support them while they build.
How do you implement your philosophy? Or how do you approach investing for people like me?
Our firm’s investment philosophy starts with a holistic approach to determining your wealth management needs. We then systematically and objectively assign or design a portfolio solution that fits your goals and risk tolerance. Our aim is to create a collaborative environment that fosters engagement, transparency and alignment. See ‘Our Philosophy’ for more on this important element of our firm.