Broker Check

Mission

At our firm, we have the client—and only the client—in mind.

Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

We understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals.

We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.

Menu of Services

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients. We specialize in creating an approach that is designed to address your situtation. 

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?


RETIREMENT*

Evaluate the steps to consider so you can potentially accumulate the money you’ll need to pursue the retirement activities you want.

INVESTMENT*

Create an investment strategy that’s designed to pursue your risk tolerance, time horizon, and goals.

ESTATE

Manage personal affairs while you’re alive and control the distribution of wealth upon your death.

INSURANCE

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

TAX

Understanding tax strategies can potentially help you better manage your overall tax situation.

MONEY

Managing your money involves more than simply making and following a budget.

LIFESTYLE

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

William Hamilton is a Registered Representative. *Securities offered through HD Vest Investment ServicesSM, Member SIPC, Advisory Services offered through HD Vest Advisory ServicesSM, 6333 N. State Highway 161, Fourth Floor, Irving, TX 75038, 972-6000.  Hamilton Wealth Management is not a registered broker/dealer or registered investment advisory firm.