The clients of HVWM come from diverse backgrounds; there is no “typical” client. Although the number of investment vehicles at our disposal increases with the amount of investable assets each particular client has, we believe that our investment strategy can be successfully implemented for people from all walks of life. Entrepreneurs, executives, retirees, professional athletes, lawyers, doctors, teachers, and salaried employees alike can all benefit from the services we provide.

We believe it is an honor and a privilege to manage money for our clients, and although our strategies may work best for clients with $1 million and more, we will never turn away a client who has less to invest with us. We will use all of the skills, investment techniques, strategies, and vehicles we have at our disposal to efficiently and effectively help all of our clients reach their financial goals.