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Our Services

Our Specialties and Areas of Practice:

Wealth and Estate Planning, Qualified Retirement Plans, Asset Management, & Family Office.

Wealth & Estate Planning

Modern wealth management should be 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

  • Advisory Services
  • 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 Design
  • Private & Alternative Investments

Family Office & Lifestyle 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 

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