Due to the relationships we build through associations and acquaintances, we’re especially mindful of being discreet, and confidential. Many clients know each other and, frequently, we see them at events. Focusing on each client as an individual with personal preferences and professional accomplishments is essential to crafting an appropriate strategy for them—and them alone.
Business Owners and Private Equity Firm Partners
For successful business owners and partners in private equity firms, Hundley McGovern Wealth Management design and implement “groundup” 401K and other employee benefit plans. Typically clients seek greater cost efficiencies, a wider array of investment choices, improved employee education, and more reliable guidance on government regulations. Many plans we review were designed years ago, perhaps in the start-up phase.
We not only can help streamline costs, but provide enhanced, ongoing education for principals and employees.
Individuals and Families
On behalf of all clients for whom retirement is a primary goal, our team customizes risk-managed strategies based on a disciplined discovery and planning process. We develop strategies that can offer consistent growth and wealth preservation. To help ensure desired retirement lifestyles and legacies, we carefully select and monitor managers and mutual funds. We also work with clients’ tax and legal advisors. Aligning strategies for each client can have a big impact on meeting their financial goals and expectations.