HAMILTON WEALTH MANAGEMENT
Updated 12 days ago
101 Sully's Trail Building 20 Pittsford NY 14534
If you are interested in us completing a complementary financial review, don't hesitate to reach out - whether that means giving us a call or shooting us an email. We'll meet with you in a casual setting, learn about your goals and plans, then we can each decide whether it's a good fit and whether Hamilton Wealth Management can help you with the financial part of your transition into and through retirement. If so, great! If it's not a good fit for you (or us) then that's OK too... Where we shine: we work closely with our clients to take the weight off their shoulders when it comes to managing investments and financial plans. We make sure you're putting away enough money and that your investments are set up to save you money when it's tax time. No one wants to give Uncle Sam more than they need to, right?... Working with clients near and through retirement is what we do at Hamilton Wealth Management! Our team brings nearly three decades of experience in guiding clients through one of..