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.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Gap Insurance for Leased Cars
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Important items to consider when purchasing condo insurance.
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
Being healthy not only makes you feel good, it may also help you financially.
Here are six flags that may make your tax return prime for an IRS audit.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
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.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
What is your plan for health care during retirement?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Smart investors take the time to separate emotion from fact.