Hart Asset Management Services
By offering a variety of services, we act as the custodian of your customized financial plan, ensuring our clients always have the highest level of personalized service and expert advice.
Investment Management
Customized Planning for Your GoalsOur advisors take a holistic approach providing a customized plan that encompasses your investments, taxes, estate, insurance needs and more. We provide financial planning services for a variety of use cases.
We deliver customized portfolio strategies designed to preserve and grow wealth, with careful attention to risk management, diversification, and long-term performance.
Health & Long-Term Care Planning
Proper Planning to Drive Retirement OutcomesWe provide strategic guidance on healthcare and long-term care considerations, helping clients evaluate appropriate solutions while preserving financial independence and protecting generational wealth. Claire serves strictly as an advisor, ensuring recommendations remain aligned with each client’s best interests.
We develop clear financial plans to help you gain an understanding of how your investments, Social Security, and savings can all work together. We create a long term road map that includes pension advice, 401(k) rollover services, and social security optimization.