Winston Salem, NC Office

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.