At Hall & Burns Wealth Management, we specialize in working with people who have an investment portfolio of $750,000+ and are seeking clarity and conviction around their overwhelmingly complex financial situations. Our clients are looking to centralize the management of their financial, business, and household affairs with the goal of simplifying their lives. Many of our clients are executives and professionals, small-business owners and entrepreneurs, pre-retirees and retirees, and women in transition.
If this sounds like you, we would love to speak with you. In the event you don’t currently meet our account minimum, we also offer a monthly subscription service starting at $250 a month through our Emerging Wealth Platform. I’m Ready to Get Started.
While we would love to help everyone, we have intentionally limited the number of clients we serve so that each client gets the personalized attention they need. If you feel you are not a fit for our services, we suggest that you visit letsmakeaplan.com to find a Certified Financial Planner in your area.
High-net worth Individuals & Families
We take a full balance sheet approach to help high net worth individuals and families to develop and achieve their wealth planning goals. Providing personalized advice and guidance, we work alongside you to review and consolidate your assets, choose the best vehicles for savings, identify tax-efficient and tax-advantaged savings strategies and help plan for liquidity events, your estate, charitable giving and wealth transition goals.
Small Business Owners & Entrepreneurs
As business owners ourselves, we know firsthand the challenges that come with operating a business. We understand that many owners have much of their wealth invested in their business and no time to consider how the value of the business will eventually provide for their needs once they stop running their company. We work closely with business owners and entrepreneurs to coordinate their business and personal finances, manage variable income streams, plan for future liquidity events, and identify tax planning opportunities.
Executives & Professionals
We have significant experience in working with executives and professionals from leading companies across the country, including Cisco, NetApp, MetLife, Agilent Technologies, Analog Devices, Bayer, Lab Corp, Duke Energy, Avalara, Towne Bank, and Gartner. We understand the sophisticated needs of this elite group and provide in-depth planning around executive benefit plans, restricted stock, stock options, deferred compensation, employment offers, concentrated wealth, and taxes.
Pre-Retirees & Retirees
Due to the complex financial issues faces in pre- and post-retirement, we provide a range of value-added services to pre-and post-retirees. These services may include developing retirement income distribution strategies, assisting with early retirement decisions, developing tax-efficient withdrawal strategies, analyzing Social Security options, complex scenario planning, estate planning guidance, and assistance with long-term care needs.
Women in Transition
Whether you are suddenly single because of a divorce or have a spouse that has been diagnosed with a terminal illness or passed away, we can help you gain clarity and control of your financial life. We understand that during times of change you need an expert you can trust to help guide you through the current issues you are facing and well into the future. Some of the types of services offered include reviewing the tax implications of divorce settlements, cash flow and budgeting, reviewing and organizing financial documents, scenario-based planning, second-marriage planning, estate planning, long-term care planning, and end-of-life planning.
