Hedges Wealth Management LLC is a fee based Registered Investment Advisor (RIA) with clientele stretching throughout the South East in major cities such as Charlotte NC, Atlanta GA, Charleston SC and Miami FL. As a company, we focus on three distinct areas: Tax Advisory, Financial Planning & Investment Advisory. Our fourth area of focus is Insurance Advisory, which is orchestrated through our affiliate company Hedges Insurance Agency LLC.
We cater to both Private Individuals (such as ultra high net worths, medium sized business owners, lawyers & surgeons) and Institutional Clientele (such as colleges, trusts, charities, foundations, endowments & corporates). If you are interested in seeing in person our tax advice, planning services or which investments and insurance we recommend to our private and institutional clientele, feel free to make an appointment by clicking Contact Us.
What makes us different? What is our competitive advantage and value proposition?
As a fee based investment advisory firm, we are 100% independent and our client's interests are directly aligned with ours. We always give our clients independent objective opinions and have a concentrated focus on mitigating risk. We are cutting edge and holistic in our approach to helping our clientele manage their assets. We only use top tier institutional investment managers and the strongest insurance institutions from over 68 insurance companies nationwide. We are dedicated to helping our private and corporate clients protect assets and build returns, year over year. To do it right takes commitment and the resources of capable financial professionals. Our experienced network of CFPs, CPAs, CFAs and JDs help accomplish these objectives for both individuals and businesses / institutions throughout the South East.
The combined assets of our Investment Managers, who go through the PROOF process, is over $25 Billion.
Hedges Wealth Management LLC acts as a fiduciary and intermediary to its clientele, and puts their interests first. In addition, we encourage all clients to complete an Investment Policy Statement (IPS) so that each portfolio is managed within the parameters and guidelines set forth. In 2011, we adopted the CFA Institute Code of Ethics and Standards of Professional Conduct in order to demonstrate the highest level of ethics and standards in the industry to our clientele.