Hamilton Wealth Management Email Format
Financial ServicesNew York, United States2-10 Employees
Hamilton Wealth Management is a financial services firm that concentrates on advising clients near retirement and through retirement. With nearly thirty years of experience, the firm helps clients navigate the transition from wealth accumulation to retirement, including how to sustain income once a paycheck ends. It focuses on developing and adjusting investment plans as retirement approaches and continues, addressing how to replace earned income and how retirement planning may differ for households with two earners. Investment advice is offered through Private Advisor Group, LLC, a Registered Investment Advisor. The company is based in Pittsford, New York. As a small practice, it serves individuals nearing or in retirement, providing guidance on retirement income and investment strategy.