Our Specialties and Areas of Practice:
Wealth and Estate Planning, Qualified Retirement Plans, Asset Management, & Family Office.
Wealth & Estate Planning
We believe in modern wealth management that is client centered, comprehensive, and based on current ideas and research. Our open architecture approach facilitates tailored strategies to each client's specific needs and risk tolerance.
Wealth Management
- Financial Planning
- Tax Mitigation & Strategy
- Comprehensive Estate Planning
Qualified Retirement Plans
For modern businesses, operating a 401(k), cash balance, or defined benefit plan is an exciting way to retain top talent, increase owner deductions, and add value.
We provide consulting, regulatory compliance, and program designs to simplify the complex nature of retirement plans. We maintain strategic relationships with preeminent third-party administrators, tax advisors, and ERISA professionals.
Retirement Practice
- 401(k) Plans
- Cash Balance Plans
- ERISA 3(21) & 3(38) Fiduciary management
Asset Management
Hamilton Capital Partners delivers active equity and fixed income strategies across fundamental, systematic, and thematic portfolios. Our in-house investment team focuses on providing thoughtful advice and multi market cycle performance using current and quantitative research.
Asset Management
- Research & Analytics
- Portfolio Construction
- Private & Alternative Investments
Family Office & Concierge
Our private family office concierge serves high-net-worth families and individuals in a capacity outside the scope of traditional wealth management.
From luxury purchases to administrative duties, we offer exclusive hands-on lifestyle advisory services for our clients.
Family Office
- Lifestyle Services
- Philanthropic Planning
- External Relationship Coordinator