HFM Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$492,911,207
Clients
176
Advisors
7
across 2 offices
About
Hartford Financial Management, Inc. advises individuals and families, trusts and estates, endowments and retirement plans, and serves institutional clients including banks, savings institutions, credit unions, and corporations. The firm provides comprehensive investment management and financial planning services, and for institutional clients offers pension plan consulting, investment policy design, and balance-sheet and capital-planning support.
HFM applies a financial‑planning style approach for family and individual clients, using written interviews to gather asset, income, and goals information and employing modeling and “what if” scenario analyses to develop and monitor plans. Portfolios are reviewed regularly with quarterly reports and annual reviews, and the firm generally manages client assets on a discretionary basis while relying primarily on fundamental analysis of secular and cyclical trends and, where appropriate, using derivatives such as covered options and futures.
Compared with many team firms, HFM’s profile is distinctive for its explicit work with banking and thrift institutions—providing interest‑rate risk management, balance‑sheet management, and director education—alongside its individual and foundation work. The brochure also documents the firm’s use of soft‑dollar research and investment periodicals, its delivery of educational/board workshops, and routine use of projection and scenario modeling in planning and performance reporting, while managing roughly $700 million in assets, almost entirely discretionary.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.0% per year $2,000,001 - $3,000,000: 0.60% per year $3,000,001 - $5,000,000: 0.50% per year $5,000,001 - $20,000,000: 0.35% per year $20,000,001+: 0.30% per year
Hourly and contract basis fees negotiated case by case for consultation services
Account minimum: $7,500 per year Minimum fee: $7,500 per year, billed and payable quarterly Fee-only: Negotiated fees for other advisory programs; hourly and contract basis for consulting services
Main office
See office65 Lasalle Road Ste 307
West Hartford CT 06107
Advisors at this office
5
Offices (2)
Most active in
California · Connecticut · Delaware · Florida · Georgia · Maryland · Massachusetts · New Hampshire · New York · Rhode Island · Texas · Virginia
Also doing business as
Hartford Financial Management Inc · Hfm Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Eric A
Hartford, CT
HFM Wealth Management
Eric Anderson is a financial advisor with HFM Wealth Management in Hartford, CT, holding 30 years of industry experience. He has been with Hartford Financial Management, Inc. since 1996. Hartford Financial Management, Inc. serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and credit unions. The firm offers comprehensive investment management and financial planning, with a distinctive focus on banking and thrift institutions through interest-rate risk management, balance-sheet support, and educational workshops.
Jen N
Series 63, Series 65
West Hartford, CT
HFM Wealth Management
Jen Nowitzke is a financial advisor at HFM Wealth Management with over 13 years at the firm and holds Series 63 and Series 65 licenses. She has one year of industry experience and operates out of West Hartford, CT. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and corporations. The firm offers comprehensive investment management and financial planning, with a distinctive focus on banking and thrift institutions through services like interest-rate risk management and director education.
Christopher P
CFA®
West Hartford, CT
HFM Wealth Management
Christopher Pierce is a CFA® charterholder with four years of industry experience. He has worked at HFM Wealth Management since 2021 and previously spent seven years at Aspen Capital Solutions LLC. HFM Wealth Management advises individuals, families, trusts, endowments, retirement plans, and institutional clients, offering customized investment plans and comprehensive financial planning. The firm manages portfolios on a discretionary basis and provides specialized services including retirement-plan consulting, investment policy design, and risk management for banks and foundations.
Jeremy G
Series 65
West Hartford, CT
HFM Wealth Management
Jeremy Garskof is a financial advisor at HFM Wealth Management with a Series 65 credential and two years of industry experience. His prior work includes roles at Legal & General Retirement America and the University of Connecticut. Outside of finance, he has been involved with the Ridgefield Running Company. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, and institutional clients, providing portfolio management and comprehensive financial planning. The firm employs customized investment plans, scenario analyses, and discretionary management strategies, including use of individual securities, mutual funds, ETFs, and selective options and futures.
Rafael Q
Series 63
Hartford, CT
HFM Wealth Management
Rafael Quiros is a financial advisor at HFM Wealth Management with 36 years of industry experience. He holds a Series 63 designation and has been with Hartford Financial Management Inc. since 1988. He is also the owner of Hartford Financial Management, Inc., a registered investment adviser. Hartford Financial Management, Inc. serves individuals, families, trusts, endowments, retirement plans, banks, credit unions, and other corporate entities. The firm provides customized investment plans, ongoing portfolio management, and comprehensive financial planning, with specialized institutional capabilities for banks and foundations.
Kevin Q
Series 65
West Hartford, CT
HFM Wealth Management
Kevin Quiros is a financial advisor at HFM Wealth Management in West Hartford, CT, with 13 years of industry experience. He holds a Series 65 designation and has been with HFM Wealth Management since 2010. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and credit unions. The firm provides comprehensive investment management and financial planning, emphasizing a financial-planning style approach and fundamental analysis, while also offering specialized services in interest-rate risk and balance-sheet management for banking institutions.
James R
CFP®, CFA®, Series 66
West Hartford, CT
HFM Wealth Management
James Reynolds is a CFP® and CFA® with 18 years of industry experience. He has been with Hartford Financial Management Inc. (HFM Wealth Management) since 2019 and previously worked at Ganim Financial and Kestra Financial Services. He has also been involved with nonprofit organizations including the Connecticut Zoological Society and Thrive Bridgeport. HFM Wealth Management serves individuals, families, trusts, estates, endowments, retirement plans, and institutional clients such as banks and corporations. The firm uses a financial-planning approach with scenario analyses and fundamental investment analysis, providing discretionary portfolio management and specialized services like pension plan consulting and balance-sheet management for banking institutions.
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