How We Stand Out

Choosing to work with an independent financial advisor can be the most important financial decision you will ever make. Choosing the right firm is important, because the firm you select will be with you for decades, not days.

At Hull Wealth Management, we strive to be the right financial planning partner for a select group of clients. We understand that our expertise and approach may not be what’s right for every person we encounter. We are committed to taking the time to determine whether our firm is a good fit for your needs before moving forward.

We are proud of the services and supportive guidance we provide our clients. Here are some of the ways that we stand out from other firms:

• We are Fiduciaries: Our wealth advisors’ SEC registrations require us to act as fiduciaries for our clients. This means that we have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients’ best interests. We owe our clients a duty of undivided loyalty and utmost good faith. We do not engage in any activity in conflict with the interest of any client. We must employ reasonable care to avoid misleading clients and we must provide full and fair disclosure of all material facts to our clients and prospective clients. As an independent firm, we are free from third-party restrictions and sales quotas.
• We are Partners: Our collaborative approach to planning means that we work alongside of you to support your current needs and future objectives. We will offer you our best advice and guidance for your unique situation.
• We are Lifelong Learners: The Hull Wealth Management team is comprised of industry professionals dedicated to their continued education. Each professional member of our team is required to further their industry knowledge by taking classes to maintain designations.
• We are Transparent: In every way imaginable. From the very first time you meet with us, you will have insight into how our fees are structured, how your plan will move forward and what you can expect from our team.
• We are Tax-Efficient: One of our wealth managers boasts a 20 plus year background working as a CPA focused on taxation for individuals, trusts, estates, and small businesses . Your financial strategy will be structured with tax implications in mind, with the focus on minimizing your tax liability throughout the process.

As your trusted advisor, we will implement long-term strategies that can positively impact your life, lead to greater peace of mind and result in meeting your retirement goals.