Question 1

What services does the company provide?

Accepted Answer

The company offers a range of financial services, including financial advising, wealth management, financial planning, business owner strategies, retirement planning, estate planning, charitable giving, and investment management.

Question 2

Who are the company's target clients?

Accepted Answer

The company primarily serves high-income earners, business owners, and those who have accumulated wealth or are on the way to accumulating wealth. The company aims to partner with these clients to help manage their investments and achieve their financial goals.

Question 3

What is the company's approach to financial planning?

Accepted Answer

The company takes a comprehensive approach to financial planning, evaluating the client's overall financial picture and creating actionable strategies to help them meet their life goals. The company encourages clients to partner with their CPA and attorney to utilize the company's technology and resources to strategize and create action steps for seven key areas: tax strategies, cash flow, investment management, estate planning, retirement planning, protection, and business owner operations.

Question 4

How does the company approach investment management?

Accepted Answer

The company helps clients manage their investments, with the goal of optimizing their wealth through investment management and financial planning. The company aims to help clients live fulfilling lives and create memorable legacies.

Hampton Wealth Management

Company Overview

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About Hampton Wealth Management

Frequently Asked Questions about Hampton Wealth Management

What services does the company provide?

Who are the company's target clients?

What is the company's approach to financial planning?

How does the company approach investment management?

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