A complete list of active advisors currently associated with Hammond Iles Wealth Advisors
Warmer can help you find a great advisor at Hammond Iles Wealth Advisors or one who fits your needs even better.
Hammond Iles Wealth Advisors provides personalized, discretionary investment management and financial planning to individuals (including high‑net‑worth clients), corporations and other entities, managing roughly $475 million in client assets. The firm’s written services include a Diversified Portfolio Management (DPM) program, standalone financial planning and consulting, and educational seminars and speaking engagements. The brochure describes a long‑term, asset‑allocation driven investment approach grounded in Modern Portfolio Theory, the Five‑Factor Model and the Efficient Market Hypothesis, typically implemented with ETFs and mutual funds and periodic rebalancing. HIWA also incorporates tax‑aware tools and strategies — including 55IP model portfolios and recurring tax‑loss harvesting (“Tax‑Smart Transitioning,” “Ongoing Tax Management,” and “Tax‑Smart Withdrawals”) — and may use Defined Outcome ETFs that employ options strategies to provide defined downside protection and capped upside. Distinctive disclosures in the brochure note that the firm operates under the legal name Kelly Financial Group, LLC and also functions as an insurance agency, and that advisory representatives are dually registered as registered representatives of Purshe Kaplan Sterling Investments, creating potential commission conflicts. The firm further highlights educational workshops as part of its outreach and, in its marketing disclosures, indicates the use of testimonials, endorsements and third‑party ratings, as well as the occasional use of derivative‑based strategies in managed accounts.
To learn more about the advisors currently working at Hammond Iles Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Wethersfield, CT
| 26
| |
Wethersfield, CT
| 8
| |
Wethersfield, CT
| 26
| |
Burlington, VT
| 30
|
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