How do you define your legacy? By reflecting carefully on your life and your dreams, determining where you want to go, and developing a plan to get you there. At Hawthorn, we know that at its heart, wealth planning is about matching strategies with aspirations. Our Wealth Strategists, who are experienced, credentialed professionals, help you realize your lifelong dreams by developing a plan that preserves and builds on your wealth.
Wealth planning may include: