Welcome to Hamilton Wealth Management
Hi. Thanks for visiting the Hamilton Wealth Management website. Hopefully, you are here either as a current client or as a prospective client looking for more information about our firm and how we may be able to help you and your family with your unique financial situation. Either way, we're glad you're here! After reviewing the information on our website, if you would like to contact us personally please call our office at (585) 381-9870 or use the “Contact” tab above to send us an email.
If you are a prospective client of HWM, thanks for your interest. We have designed the website to provide you with some of the basic information about who we are and how we may be able to help you. Please explore the “Our Unique Process” tab to learn how Hamilton Wealth Management applies our Endowment Style Investment Management to our clients and families portfolios. Also, please read more about the brokerage firm we use, LPL Financial. We believe the combination of HWM and LPL Financial offer you and your family a unique approach to truly unbiased financial advice and investment management services.
For clients, thanks again for the trust you have placed in us! You can access your accounts by selecting the “Client Login” link. You will need to sign up for “Client Account View” through our brokerage firm, LPL Financial, in order to receive your protected sign-in information including user ID and password. Feel free to contact our office if you'd like assistance in signing up for Account View – Lesa would be happy to walk you through it. Also, please pass our website link along to a friend, neighbor or coworker as they may be able to benefit from our client-focused services. Thanks again!
To contact us for a no charge initial consultation please call our office at (585) 381-9870 or contact us via email using the “Contact” tab here on the website or emailing Mr. Hamilton directly at firstname.lastname@example.org .
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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Test Your Estate Strategy Knowledge
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A quick look at how federal income taxes work.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate your monthly and annual income from various IRA types.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator shows how inflation over the years has impacted purchasing power.
There are some key concepts to understand when investing for retirement
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How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Making the most of surprises is a great reason to work with us.
Have you explored all your options when it comes to managing your taxable income?
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
A special needs trust helps care for a special needs child when you’re gone.
Investors seeking world investments can choose between global and international funds. What's the difference?
Understanding the cycle of investing may help you avoid easy pitfalls.