Wealth Strategy Services

“Because every successful wealth plan begins with clarity of purpose, we pay exceptional attention to your family’s values and goals as we address your planning considerations.” Jennifer Dempsey Fox, J.D.,CFP®, Executive Vice President and National Managing Director, Wealth Strategy

Wealth Strategy Services

As the primary steward of your wealth management plan, Hawthorn Wealth Strategy Services focuses on both the big picture and precise execution. We establish a high level strategic plan, design specific solutions to support that plan and oversee strategy implementation. We incorporate financial, charitable, tax and estate planning considerations into our comprehensive planning approach.

Consultative, Forward-Focused Planning Approach

Working in unison with other Hawthorn advisors, we take you through a personalized discovery process to appreciate your family’s history, discern family values and identify specific needs.  By taking the time to understand your current circumstances, we are better prepared to recommend appropriate solutions at the right time. With a forward-focused approach, we address the wide spectrum of your legacy – family values, finances, business and philanthropy – and plan ahead for the needs of future generations.

How does Hawthorn bring order to wealth planning when there are so many factors to consider? Managing our financial responsibilities sometimes seems so overwhelming.

At its heart, wealth planning is about matching strategies with aspirations, so our starting point is a thorough, thoughtful discovery process. We ask key questions and listen closely to your answers -- not just the words but the emotions behind them. Understanding what you value most provides a foundation for our planning.

Our goal is to ease financial complexity, so our approach seamlessly integrates financial, tax, estate and philanthropic planning.  Our Wealth Strategists are experienced, credentialed professionals, with access to a broad array of tools, including wealth transfer, estate planning, tax analysis, financial modeling and philanthropic development. They work closely with your other Hawthorn advisors as well as any advisors you designate to create a comprehensive, cohesive wealth management plan.

Hawthorn encourages clients to spend time planning their legacy and guides them through this process.  We believe legacy thinking brings greater clarity to wealth management because clearly defined vision, mission, and values statements provide direction and a framework for wise decisions.  Rather than overwhelming you, decision making becomes simpler when each new opportunity or strategy can be readily tested against your vision, your mission and your values. 

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