Hillegas Advisory Services (HAS) provides investment management and financial planning services to individuals, businesses, and trusts. HAS is an independent Registered Investment Advisor under supervision of the SEC.
We specialize in family wealth management and consulting services, including portfolio design, implementation, ongoing monitoring, and tax-advantaged planning strategies. Other specialized services include multi-generational wealth planning, legacy services that create an ongoing "life" for an individual’s values, retirement and optimal cash distribution planning for retired clients needs. In general, we help clients define their financial goals and efficiently reach them through proper management of their resources.