Hourglass Wealth LLC is committed to helping you secure your financial legacy.
Time is finite wealth. Let our investment strategies help afford you more time doing what you value most. Contact us to learn more. >>
Greater than 3 in 4 Americans indicate they are anxious about their financial footing and position.
Nearly 60% report feeling that finances control their lives with three key areas of concern for their financial future:
56% worry about keeping up with the cost of living.
45% worry about managing their debt level.
68% worry about not having enough to retire.
Worry and fear over planning for retirement shouldn’t burden Americans to the extent that it does. At Hourglass Wealth, we’ll work with you to create an investment plan that mitigates those financial stressors and protects your freedom and ability to spend time doing the things you value.
*Statistics are according to the Mind over Money survey by The Decision Lab.
At Hourglass Wealth, our mission is to serve your financial planning needs where you’re at. Whether you are in the phase of accumulation, preservation, or distribution, we stay up-to-date in understanding the unique challenges and evolving risks that present themselves in the current market while working towards simplifying the steps you need to take to secure your financial legacy. With our customized strategies you can rely on our team to provide a full-service solution that is tailored to you.
Who We Service:
Accumulation
10+ years Until Retirement
Key Risk: Inflation
Preservation
Within 10 years of Retirement
Key Risk: Sequence of Returns
Distribution
Already Retired
Key Risk: Longevity
Hourglass Wealth LLC is an independent branch of Wise Wealth LLC, which is registered with the Securities and Exchange Commission as an investment adviser.