Hartland has deep capabilities in serving private clients. Our team of experienced professionals includes account, tax, estate planning, investment counsel and trust administration.
A full list of our services is included in the chart below:
Our approach begins with the Hartland Financial Overview Report, which summarizes a client’s tax, estate and financial plans and the manner in which these considerations fit with investment management. Our ability to understand all facets of a client’s financial and personal circumstance helps to preserve and build wealth, align management with family aspirations, and simplify the administrations of wealth.
Contact Hartland about Private Client Integrated Wealth Management.
For more information on Hartland’s institutional and wealth advisory services, click here.
“We have a strong Board with varied expertise. This is a huge advantage for our firm and “icing on the cake” when added to our excellent professional team.”– Gregory P. Althans, CPA/PFS, CFP®