Our Values

Hemington Wealth Management provides high net worth individuals and families with a broad range of wealth management services including portfolio management and all areas of financial planning. We are collaborative, accessible and responsive, making it easy for clients to work with our team.

  • We act as our client’s personal CFO. We lead the coordinated implementation of our client’s investment, retirement, tax and estate plans and monitor them over time.
  • Our investment philosophy is disciplined and based on empirical evidence and advances in the science of investing.
  • Our advice is tailored to each client’s needs and objectives.

Clients Come First

Helping clients achieve what is most important to them is why we are in business and firmly believe that clients come first at all times.  We are responsive, service-oriented and empathetic.

Excellence

We recognize that our clients’ deserve excellence in investment philosophy and execution, as well as financial planning knowledge and expertise.   We strive to meet the highest standard of excellence every day.

Discipline and Resolve

We are committed, with purpose and resolve, to find answers and deliver solutions.

Accountability

We work individually and as a team to deliver results and are committed to continuously measure and improve our performance.  We hold ourselves accountable for all aspects of the client experience.

Continuous Learning

We are committed to continuous learning so that our clients benefit from the best strategies and tactics available.

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