Where Family Trees Flourish
Comprehensive wealth management plans involve numerous elements and input from advisors with highly specialized knowledge. Coordination among team members is essential. Your Relationship Strategist is responsible for determining how Hawthorn can benefit you and bringing together all necessary resources to fulfill Hawthorn’s client promise.
A key component of the Hawthorn promise is that we will help ease the complexities of wealth, which we do through our integrated approach to wealth management and our high level of personal service.
Your Relationship Strategist is your primary Hawthorn contact, responsible for determining how Hawthorn can benefit you and bringing together all necessary resources to fulfill Hawthorn’s client promise.
Your Relationship Strategist is responsible for steering your Hawthorn team and keeping you informed along the way. Built to meet your specific needs, this team includes skilled wealth management professionals representing multiple specialty disciplines, with additional resources added as needed.
Few things are more harmful to a long-term relationship than poor communication. So that this does not happen, your Relationship Strategist facilitates open and productive communication between you and your Hawthorn team and your external advisors. Your Relationship Strategist will also: