At Hillside Wealth Management we are focused on family, freedom and performance.
We specialize in retirement planning and discretionary portfolio management. Our clients, who have diverse backgrounds, prioritize growing their investment portfolios and protecting their futures while still enjoying their lives today. Through our unique portfolio management philosophy, we're positioned to drive long-term performance in any market, including today’s complex financial environment. Our top priority is to preserve our clients’ wealth while staying agile and ready for growth.
We deliver a unique retirement planning process designed to reach your target lifestyle. We'll continually track your plan to make sure that you're right where you need to be. Then, once you’re there, we’ll take it a step further, and help you explore how to use your investments that are over and above what’s required to hit your lifestyle target. This will help you get what you want from life, and reach for more.
We are the Hillside Family, a group of real people working together to realize big, meaningful dreams.
What to Expect From Our First Meeting
Our first meeting is all about you – you talk, we listen. We’ll want to understand your goals, hear your questions, and address any concerns you might have.
Then, we’ll take a snapshot of your financial situation and familiarize ourselves with your current plans. We will also go over our investment and retirement planning strategies, our fees and our service commitment.
At the end of our session, we’ll schedule a second meeting where we will show you portfolio comparisons and your initial retirement projections. We’re confident that these two meetings will allow us to make an informed decision about whether the Hillside experience is right for you.
We are the Hillside Family, a group of real people working together to realize big, meaningful dreams.
