Hurst and DeGraffenried Wealth Management
H&D Wealth Management LLC was built upon decades of accomplished money management expertise. Emerging from Fidelity Investments, H&D quickly became established as a personal investment, 401k, and retirement planning company with a simple thought in mind…we know it’s best to be “smaller & smarter”.
What makes us smarter is how we listen carefully to your goals and dreams, and then how we respond with recommendations less-likely to become disturbed by changes in the national and world economy. If, for any reason, changes are needed, we are ready with
a studied response, and wise counsel.
Equally important for you to know is as a fee-based financial advisor, H&D is compensated on the growth of your investment portfolio. We’re right there with you looking for continued growth.
Think about your life…and your future. Then think about what it will take to get you there. Ask tough questions. Then make a wise choice.
We share over twenty years of successful investment management experience and expertise. Just prior to launching H&D Wealth Management, we provided investment advice and counsel to 401k participants, private access, high net-worth clients, and retirement planning on behalf of Fidelity Investments. Both Bill and Sam are Registered Investment Advisor Representatives and also hold series 7 licenses as stock brokers.
