A complete list of active advisors currently associated with Hampton Rock Wealth Management

Warmer can help you find a great advisor at Hampton Rock Wealth Management or one who fits your needs even better.

HamptonRock Wealth Management advises individuals (including high‑net‑worth clients), small businesses, trusts, pension and profit‑sharing plans, pooled vehicles, and charities, providing discretionary and non‑discretionary asset management, held‑away asset guidance, pension consulting, and consultative financial planning. The firm also offers estate‑planning support via third‑party software and may introduce clients to its affiliated broker‑dealer/investment banker for corporate finance engagements under separate agreements. The firm uses proprietary investment models implemented through portfolio management software (Advyzon) alongside fundamental, quantitative, and cyclical analysis to set asset allocation, security selection, and periodic rebalancing; advisors retain discretion to adjust models for client‑specific objectives. Accounts are reviewed at least annually (and more frequently as conditions warrant), and HamptonRock monitors and can trade held‑away accounts when they are included on the firm’s platform. Distinctive features include an affiliation with a registered broker‑dealer and investment banker that provides private placements and M&A advisory services, a relationship the firm discloses as a potential conflict and handles via separate client agreements. The firm also discloses the use of compensated client referrals and testimonials, charges a standard fee for its estate‑planning software assistance, and maintains a $5 million account minimum (subject to waiver) while operating as a recently formed advisory team.

To learn more about the advisors currently working at Hampton Rock Wealth Management, 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.