Hamsher Wealth Management, LLC

Hamsher Wealth Management advises individuals, high‑net‑worth clients, and trusts with services that include financial planning, discretionary asset management, and limited‑scope ERISA 3(21) retirement plan advice. The firm also arranges management through third‑party money managers and provides a secure client portal for synced account reporting and document storage.

The firm establishes investment programs through client consultations, documenting goals, time horizons and risk tolerances, and implements those programs either under its discretionary authority or by placing assets with third‑party managers while monitoring performance and conducting quarterly reviews. Methods of analysis disclosed include fundamental, technical, charting and cyclical approaches, and clients receive custodial confirmations and periodic reporting from the designated custodian.

Noteworthy for a firm of its size, the managing member maintains an affiliated insurance brokerage and spends a material portion of time (approximately 40%) on those insurance activities, and the firm has ownership and referral relationships with affiliated insurance and third‑party manager entities (including an arrangement with a named third‑party manager and an affiliated insurance brokerage), which the brochure discloses as potential conflicts of interest. The firm’s business model relies on fee‑sharing and referral arrangements with outside managers and on outsourced portfolio implementation and reporting, a structure that differentiates it from peers that manage more assets in‑house.