14 | Wealth & Finance Retirement Planning Awards 2024 Best Retirement & Estate Planning Company 2024 - Midwest USA Hawthorne Capital Wealth Advisors provides comprehensive retirement planning services to individuals, families, and businesses, helping them to preserve, enhance, and withdraw their finances. With a multitude of certifications under its belt, the firm possesses a strong understanding of the financial products it offers, as well as investment and retirement strategies. As a team of CFPs and fiduciaries, Hawthorne Capital Wealth Advisors puts the client first. The firm understands that each client is unique, so it takes a bespoke approach to its work, striving to understand their circumstances and future goals before offering any advice. In this, active listening and clear communication are key. The team are constantly thinking about how they can make the process easier for the client, tailoring their approach even further as they discover more about the client and their family. Hawthorne Capital Wealth Advisors believes that people should be able to sleep soundly at night without worrying about their finances, so it encourages its clients to call and ask questions whenever they need to. However, it is inevitable that tough conversations must be had about choices and consequences. The firm takes a direct approach to addressing these issues, striving to help clients better understand what the future could hold for them. Moreover, Hawthorne Capital Wealth Advisors strongly values transparency, clarity, and integrity. When clients seek to work with the firm, they are entrusting it with their financial future. For this reason, it strives to prioritise honesty and ethical conduct, providing them with clear explanations of fees, investment choices, and the overall financial plan. This ensures that clients are aware of exactly what they are paying their advisor, what their current situation is, where their plan will take them, and what they are investing their money into. Rather than simply making decisions on clients’ behalf, Hawthorne Capital Wealth Advisors aims to educate and empower them to make informed financial choices. When it comes to its fees, Hawthorne Capital Wealth Advisors does not see the value in trying to make as much money as possible from a single client. Instead, it charges less than the average advisor, believing that helping people for a reasonable fee will pay off down the road with more referrals. There are no set limits on service or hours spent for any client, nor are there any imposed account minimums, which demonstrates the firm’s commitment to serving those in need of guidance regardless of their financial situation. This business model has been hugely successful thus far, positioning Hawthorne Capital Wealth Advisors as a trustworthy partner for retirement planning. Operating in the ever-evolving finance industry, Hawthorne Capital Wealth Advisors remains ahead of the curve through continued engagement in education, enabling it to keep up with trends and developments. Its team also discuss industry literature and podcasts, ensuring that everyone is up to speed with the latest regulatory changes. Furthermore, determined not to stagnate, Hawthorne Capital Wealth Advisors reviews and improves its processes whenever needed, always taking care not to disrupt the business or client service. The firm believes that updating its technologies can be useful, but extensive task automation could impact the quality and personalisation of its services. It is conscious of the fact that clients have hired a human advisor, not a robot. As a result of its unwavering commitment to excellence, Hawthorne Capital Wealth Advisors has been awarded Best Retirement & Estate Planning Company, Midwest USA, in the Retirement Planning Awards 2024. Currently growing rapidly, the firm plans to continue carving out its niche in the industry, which involves serving clients with large, concentrated stock positions. While most advisors would tell them to “just sell it”, Hawthorne Capital Wealth Advisors prides itself on its unique approach, helping them to understand their options and what might be best for their family or business. Contact: Brian Bachelier Company: Hawthorne Capital Wealth Advisors Web Address: www.hcwadvisor.com Mar24117 Situated in Clayton, Missouri, Hawthorne Capital Wealth Advisors is a financial planning firm that offers a full range of services, including investments, education planning, philanthropy, retirement, including optimizing withdrawal strategies, and optimization of passing on your assets to the next generation. The company’s goal is to guide its clients safely into retirement, creating an easy-to-understand path for their financial future. Here, we explore its services further following its success in our Retirement Planning Awards 2024.
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