A complete list of active advisors currently associated with Hartwell & Company

Warmer can help you find a great advisor at Hartwell & Company or one who fits your needs even better.

Hartwell Wealth Management LLC provides ongoing portfolio management and financial planning to individuals, pension and profit‑sharing plans, and business entities. Services include discretionary investment management with Investment Policy Statements, written financial plans (with estate‑planning services facilitated through a third‑party platform), and access to insurance and retirement‑plan advice. The firm’s investment process uses a mix of cyclical, fundamental, quantitative and technical analysis and typically emphasizes ETF‑based portfolios across equities, fixed income, REITs and precious‑metal exposures, employing both long‑ and short‑term trading. Risk tolerances are documented in client IPSs, the firm generally requests discretionary trading authority, conducts at least quarterly account reviews, and charges percentage‑of‑assets fees. Hartwell’s business model is notable for the principals’ outside activities: they operate an affiliated accounting/payroll practice and act as licensed insurance agents and registered representatives, relationships the firm discloses and manages as potential conflicts of interest. The firm also requires clients to custody assets with a specific broker‑dealer, facilitates estate‑document preparation via Wealth, Inc., and reports approximately $54.8 million in discretionary assets under management across a three‑advisor team serving about 149 clients.

To learn more about the advisors currently working at Hartwell & Company, 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.