Your Financial Future
At Hampton Square Wealth Management, we have the client—and only the client—in mind.
Every client has a different story – and we would like to be part of that story. Together, as we evaluate the current condition and goals of your financial path, we can set expectations of how to pursue your desired lifestyle and legacy.
We offer a MORAL AUDIT of your investments, so you can see whether or not your portfolio reflects your values and beliefs. Then, together with you, we explore viable alternatives to impact the world for good.
When seeking a financial advisor, ask why they are in business.
Why do we do what we do? We view Hampton Square Wealth Management as a “professional practice,” with the goal of helping people diagnose their financial condition and then plan for financial health in the future. The options are endless, and our goal is the do what’s in the best interest of each unique client. We make it our priority to be well-informed on the latest financial options, but more importantly, to be able to explain those financial products in language that anyone can understand. We want you to be able to understand the “why” and “what” of all financial products in your portfolio. Mystery is for novels and movies, not for your portfolio.
When seeking a financial advisor, ask what they will offer.
Will your financial advisor listen to your concerns, goals, and aspirations? Will the advisor examine your current lifestyle and offer income planning strategies that you can understand and implement?
Our advisors go deep. They seek to understand who you really are and what you really want.
- What is most important to you?
- What is your lifestyle today?
- What are your dreams for retirement lifestyle?
- Are you planning to have an active retirement?
- Do you have concerns about healthcare in retirement?
- Have you thought about filling financial potholes along the way?
- Are you confident that you have an effective income plan?
- What sort of legacy would you like to leave?
Call today for a no-charge discovery appointment. Let us know how we can help you.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Retirement Income and the Traditional Portfolio
Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
Combating counterfeiting remains core to preserving the integrity of the nation’s money.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
A few strategies that may help you prepare for the cost of higher education.
The tax rules that govern donating art are complex and confusing. Take a closer look.
It's important to make sure your retirement strategy anticipates health-care expenses.
There are four very good reasons to start investing. Do you know what they are?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine your potential long-term care needs and how long your current assets might last.
Estimate the total cost in today's dollars of various mortgage alternatives.
Learn more about taxes, tax-favored investing, and tax strategies.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
There are a number of ways to withdraw money from a qualified retirement plan.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
$1 million in a diversified portfolio could help finance part of your retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
You’ve made investments your whole life. Work with us to help make the most of them.
Investors seeking world investments can choose between global and international funds. What's the difference?
Do you have causes that you want to support with donations? Here are three tips.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?