As a wealth manager, Hillegas Advisory Services, Inc. develops comprehensive relationships with clients to help them achieve their financial goals. We assist clients in defining the level of financial risk they are comfortable with and work with them to develop an appropriate portfolio. We provide interested clients with personalized multigenerational planning services that enable them to both preserve their wealth and transfer it to succeeding generations and special causes and interests.

Personal wealth management services include unique strategies that significantly enhance our clients’ financial well-being. The following are some of the methods we use to grow clients’ wealth:

• Optimize risk-adjusted after-tax returns
• Develop integrated strategies for taxable and tax-deferred portfolio allocations
• Implement tax-advantaged investment strategies
• Monitor cash flow and optimize distribution strategies