HCM Wealth

Steven Wilkes is a CFA® charterholder and holds a Series 66 license with 21 years of industry experience. He has worked with Hutchinson Capital Management for 23 years before joining HCM Wealth, a four-advisor team based in San Rafael, CA. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations, with a focus on financially conservative, high-net-worth clients. The firm employs a value-oriented investment approach emphasizing capital preservation through concentrated equity portfolios, laddered fixed income, and client-specific investment guidelines.

Jake Popoff is a financial advisor at HCM Wealth with Series 63 and Series 65 designations and five years of industry experience. His prior roles include positions at Hutchinson Capital Management, Sanford C. Bernstein & Co., LLC, NYLIFE Securities LLC, and New York Life Insurance Company. HCM Wealth is an independent, SEC-registered investment adviser serving individuals, families, trusts, retirement plans, and charitable organizations, often focusing on high-net-worth clients and occasionally managing assets for state and municipal governments. The firm emphasizes capital preservation and a value-oriented approach through concentrated equity portfolios, laddered fixed income, and client-specific investment guidelines, utilizing sub-advisory relationships while maintaining supervisory oversight.

Gage Houser is a CFA® charterholder with 16 years of industry experience. He is currently an advisor at HCM Wealth in San Rafael, CA, where he has worked since 2026. Prior to this, he spent 18 years at Hutchinson Capital Management. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. The firm focuses on capital preservation through a value-oriented investment approach that includes concentrated equity portfolios, laddered investment-grade fixed income, and sub-advisory relationships.

Stuart Crandall is a CFP® professional with 20 years of experience in the financial advisory industry. He is currently with HCM Wealth, where he has worked since 2026, following a decade at Hutchinson Capital Management. HCM Wealth is an independent, SEC-registered investment adviser serving high-net-worth individuals, families, trusts, retirement plans, and charitable organizations. The firm emphasizes capital preservation and a value-oriented investment approach through concentrated equity portfolios, laddered fixed income, and client-specific investment guidelines.