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Wealth Management for You

Your Path to Financial Confidence

About Hatton Consulting

Our firm was founded in 1999.  We provide private wealth management, including comprehensive financial planning, investment, trustee and banking services.  We are passionate about creating enduring relationships with a strong commitment to the highest standards of integrity, experience and service.

Who We Help

Our clients may come from a variety of backgrounds, yet they share a commonality: They work with us because they are confident they will receive great advice for a fair fee regardless of the issue. We strive to help our clients make informed and confident decisions about their money. To that end, we have designed our wealth management process to present often-complex strategies in a simple-to-understand manner. We have particular expertise working with:

Key Executives
and Managers

Business
Owners

Pre-Retirees
and Retirees

Widows and
Widowers

How We Help

We all need road maps for life. Even though some of the destinations along the way can be anticipated, such as funding a college education or retirement, others can be a surprise, like an illness or caring for aging parents. We want you to be ready. That’s why we build a road map to prepare for what you can’t predict. We think of everything that could happen—and plan for it—so you are ready for the expected and unexpected.

 
  Issue 6

Investment Management

  Issue 4

Retirement Planning

  Issue 3

Income Tax Planning*

 
 
 
  Issue 2

Insurance

  Issue 1

Estate Planning

  Issue 5

Social Security &
Long Term Care Planning**

 

We Have the Experience to Help

 

The New Fiduciary Standard
by Tim Hatton

The Wealth Management Experience
by Jim Hatton

 

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