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Wealth Management

At Hallmark Financial we believe in a truly client-centered approach.  We get to know you and the unique needs of your family or business.  By working closely with you, together we can develop strategies that bring simplicity to some of life’s most complex situations.

Hallmark Financial provides comprehensive wealth management services that go beyond ordinary asset management.  We take a multi-discipline approach that considers several areas, such as:

  • Financial Planning
  • Investment Management
  • Risk Management
  • Tax Strategy
  • Estate Planning
  • Charitable Giving

Learn more about key wealth management issues here. 

As the “quarterback” of your wealth management team, we coordinate with strategic partners such as tax advisers, trust and estate planning attorneys and other professionals to address the many intersecting areas of your overall wealth strategy.

Our goal is to preserve and manage your wealth while maximizing opportunities for growth, income and tax savings, depending on your individual situation. Once we’ve developed an approach that is appropriate for you, we bring in best-in-class financial products and industry specialists.

Contact us to discuss the many ways Hallmark Financial can work with you to build a wealth management strategy personalized just for you!