A complete list of active advisors currently associated with Hanover Square Wealth Advisors LLC
Warmer can help you find a great advisor at Hanover Square Wealth Advisors LLC or one who fits your needs even better.
Hanover Square Wealth Advisors LLC provides investment management, financial planning, retirement-plan consulting, and business consulting to individuals, high-net-worth clients, families, trusts, estates, businesses and retirement plans. In addition to its retail client base, the firm reports serving several institutional and atypical client types — including a sovereign wealth fund, banking/thrift institutions, insurance companies, state or municipal entities, and other investment advisers. HSWA manages portfolios on both discretionary and non-discretionary bases, using strategic asset allocation, custom portfolios, and firm model portfolios (including dividend-focused, quality growth, global brands, business disruptors, and global balanced strategies). The firm also offers access to third‑party managers and a broad set of alternative asset classes (private equity, hedge funds, managed futures, commodities, digital assets, and structured notes) and uses a held‑away account platform to review and rebalance external accounts. The firm, launched in May 2025 and managing roughly $101.6 million with a four‑advisor team, is also a licensed insurance agency and discloses related conflicts when supervised persons recommend insurance or annuity products; it also receives referral revenue for recommending certain 1031 exchange services. HSWA provides ERISA 3(21) and discretionary 3(38) retirement-plan services and relies on Schwab’s institutional platform and support services, arrangements the firm discloses as creating potential conflicts of interest.
To learn more about the advisors currently working at Hanover Square Wealth Advisors LLC, 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.
You can also browse Hanover Square Wealth Advisors LLC's office locations.
Name |
Location |
Years of experience |
|---|---|---|
King, NC
| 25
| |
King, NC
| 30
| |
King, NC
| 9
| |
Winston-Salem, NC
| 0
|
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