Frequently Asked Questions

What kind of clients do you work with?

From business owners to senior executives, our clients are creative and inspirational!  They are motivated to make a difference though their own professional growth, charitable giving or innovative contributions.  Their past financial success has brought a level of complexity that requires professional guidance.  But it is their future vision that demands working with a firm that is always looking for what’s next!

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 also work with us because we offer a range of asset management, financial planning and business consulting services that we believe are amongst the most unique offerings in the industry. They know that if they have an issue, comment or concern, that we have an open door to discuss, research, and provide value-added advice.

Do you have an investment minimum?

We don’t have a formal minimum investment requirement, however, given the sophisticated nature of our services, we find that our clients are best served when they reach liquid asset levels of at least one million, but we certainly take into consideration growth potential. Further, our expertise lies in working with entrepreneurs, executives and founders who have sophisticated needs with assets typically between $10M and $100M.

How do you implement your philosophy?  Or how do you approach investing for people like me?

Our firm’s investment philosophy starts with putting our client’s objectives first.  We take a holistic approach to determining your wealth management needs, and then we systematically and objectively design a portfolio solution that fits your goals and risk tolerances.  Our aim is to create a collaborative environment that fosters engagement, transparency and openness. See ‘Our Philosophy’ for more on this important element of our firm.

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