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Our Beliefs

The Hassan Oldham Group is a comprehensive wealth management team dedicated to expanding your wealth and legacy.

With decades of expertise behind us, our team is equipped to engage you and your family in order to establish a long term plan. While specific plans vary by client, we guarantee each to be backed by professional client service and execution, empowering you to confidently enjoy whatever lies ahead. You can expect the following from our team. 

Differentiation

Dignity is defined differently for each client. Therefore, differentiated solutions must be incorporated into the planning process.


We will customize your financial plan to meet your your unique financial needs, expectations, and goals in addition to providing sound, appropriate and meaningful counsel along the way.

Strategy

We believe long-term investment success is best achieved by avoiding market timing and focusing on diversification among multiple asset classes.


However, diversification does not assure a profit or protect against losses.

Partnership

Partnering with tax professionals to project tax consequences can have a positive impact on investment decisions. However, tax-reduction alone cannot drive investment management decisions.
 
We also believe that while insurance is an effective tool for managing risk and attaining specific goals, it is often not the most effective choice as a general investment vehicle.

Focus

We believe wealth management must focus not only on asset growth, but also on asset preservation.


Remaining focused on long term goals is imperative to investment success. We will advise you to maintain flexible while avoiding jumping into irrevocable solutions too soon.

Our Process

The Hassan Oldham Group provides comprehensive wealth management for individuals and families. We guide our clients through all stages of their financial life, helping them achieve what’s most important to them.  And with a focus on legacy planning, our greatest satisfaction comes from helping preserve our client’s family’s values and wishes for their wealth.

Our wealth management process revolves around you – your values, your priorities. We will engage you and your family to establish and execute a customized plan meant to empower maximum enjoyment for generations to come.
















We understand that as your personal life changes, so does your financial life. Communicating new circumstances is imperative to maintaining a proper overall plan. Through open dialogue and regular reviews, our team is committed to helping you grow, protect, and enjoy your wealth.


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