Helping You Make Smart Financial Decisions
Feel confident about your future, and live the life you want.
Hart Wealth Management provides integrated financial planning, investment management, and tax advice through a fiduciary, fee-only approach.
Our mission is simple: to give you clarity, confidence, and a plan for your financial future.
Our Services
Hart Wealth Management provides comprehensive, personalized wealth management services
Financial Planning & Investment Management
Comprehensive CFP®-aligned planning that addresses retirement strategy, cash flow optimization, education funding, insurance and risk management, and tax-efficient portfolio management. We build globally diversified, low-cost investment portfolios tailored to your goals and risk tolerance, then continuously adapt your plan as your life and priorities evolve.
Tax Planning & Preparation
One of our key differentiators: As licensed CPAs, we integrate proactive tax strategies that align with your investments and financial plan. We implement these strategies through combining your financial plan and portfolio management with professional tax return preparation, so you keep more of what you earn.
Estate & Legacy Planning
Coordinated strategies to protect your family and preserve your wealth across generations. We review wills, trusts, and beneficiary designations, develop tax-efficient wealth transfer plans, analyze gifting strategies, coordinate with your estate attorney, and ensure your legacy aligns with your values while minimizing estate and gift taxes.
Career & Business Planning
Specialized guidance for high-earning professionals and business owners. We help you navigate complex compensation packages (ISOs, NQSOs, RSUs), optimize retirement plans, develop farm and real estate strategies, coordinate business and personal tax planning, and create succession or exit plans.
Our Process
We believe financial planning isn’t a one-time event — it’s an ongoing relationship.
Discovery & Consultation
We start with a complimentary meeting (in-person or virtual) to learn what matters most to you, understand your goals, and determine if we're a good mutual fit.
Plan & Development
We analyze your financial situation and build a personalized financial strategy aligned with your objectives, covering investments, taxes, retirement, estate planning, and your unique circumstances.
Implementation & Ongoing Guidance
We implement your recommended plan, monitor progress, adapt as life changes, and provide ongoing support through regular reviews and proactive communication.
Your Path to Financial Confidence Starts Here
Fee-only Fiductiary
Independent advice, always in your best interest.
Tax Expertise
Planning and preparation integrated into your financial life.
Comprehensive Approach
Covering every stage of your financial journey.
Personal Relationship
We know your story, not just your numbers.
Your Path to Financial Confidence Starts Here.
Schedule a consultation today and take the first step toward clarity, confidence, and peace of mind.
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