Wealth Management
=
Investment Management
+
Advanced Planning
+
Relationship Management
It's What We Do!
How We Can Help
At Addis Hill, we take pride in offering thoughtful and comprehensive personal wealth management services to help simplify your financial life and ensure you’re making the best decisions for yourself and your family.
Optimization
We help you make sure your investments are allocated and located in the right places.
Simplification
We work to provide a simplified plan through approach to managing your investments in concert with your overall financial plan.
Retire from Responsibility
Managing your finances can be overwhelming, which is why we take care of the difficult tasks, like investment diversification and rebalancing for you.
Guidance
Your advisory team will help review all aspects of your financial situation to guide you toward the best decisions.
Retirement right around the corner?
As you approach retirement, you’re sure to be faced with a range of complicated challenges and important decisions. You’ll want to know that things are being handled correctly. That’s why the team at Addis Hill looks at your ideal retirement to make sure you’re on track to take care of the people and plans you care most about in the coming years. Plus, if there are any gaps in your plan or any unexpected issues you may not have considered, our team can help identify those areas to make sure things don’t fall through the cracks.
Begin your journey with Addis Hill today.
FOR THE BIG MOMENTS IN LIFE
Retirement Planning
Lump-Sum Distribution Management
Inheritance Planning
What sets us apart?
Independent Fiduciaries
Our only compensation comes from our clients, and we never accept outside commissions or soft dollars, so you know there’s no hidden agenda or conflict of interest.
Sincere Approach
We’re in the business of creating peace of mind and, we aim to create sincere and genuine relationships with everyone we serve.
Tailored to You
Collaborative
Our team works well together. Great plans are created by the combination of all of us working together on your behalf. We also welcome outside collaboration with your CPA or estate planning attorney.
Purposeful Engagement
We consistently communicate with our clients so you stay informed. As changes occur in your life, we can adjust your financial plan to match.
SIMPLIFYING THE COMPLEXITY
Maintaining your personal wealth can seem daunting, particularly in the midst of a transition.
We can help break down every decision and give you the advice you need to make an informed decision.
Consolidate
We’ll assist you in determining whether combining your investments is necessary or important, then we’ll work to make them easier to understand and manage.
Clarity
Your Addis Hill advisor will provide a clear roadmap up-front that puts you in control and never leaves you feeling confused.
Connected
Need an estate attorney, accountant, insurance representative, niche specialist or other professional? We'll connect and collaborate with them to give you the most well-rounded experience.
No second-guessing
Our team is always there to help you through the hard decisions and reassure you of your choices.
Begin your journey with Addis Hill today.
The Latest News From Addis Hill
Life Expectancy Matters – And, why good questions are so important.
Happy 15th Anniversary Kelly
CFP does not equal fiduciary – not even close!
