Hamewith Wealth

Hamewith Wealth is a registered investment adviser that provides discretionary portfolio management, ongoing wealth management, and comprehensive financial planning to individuals, high-net-worth clients, and corporations or other businesses. The firm advises on securities including stocks, bonds, mutual funds, ETFs, municipal and U.S. government securities, and cash equivalents, and may also provide written financial plans on request.

The firm’s investment approach emphasizes asset allocation grounded in Modern Portfolio Theory and a mix of passive and active fund strategies, with the option to incorporate ESG or values-based investments at a client’s direction. Hamewith tailors portfolios to client risk tolerance and objectives, accepts client-imposed restrictions in writing, and provides ongoing monitoring—including oversight of held-away accounts and retirement plan options as part of its advisory services.

Noteworthy for a firm categorized as an investment manager, Hamewith offers monitoring and advisory services for held-away accounts via third‑party platforms such as Pontera Solutions and for K‑12 retirement plan accounts through the Aspire PCS recordkeeping platform—services not commonly highlighted by managers focused on pooled or institutional assets. The firm is fee-only, recently established with a single principal, reports no assets under management as of the brochure date, and maintains institutional custodial relationships with Schwab and access to the Altruist platform.