A complete list of active advisors currently associated with Hill and Labarre Wealth Management
Warmer can help you find a great advisor at Hill and Labarre Wealth Management or one who fits your needs even better.
The firm provides investment advisory and related services to individuals, small businesses, and retirement plans, including ongoing portfolio management, written financial planning, business retirement plan consulting (including 3(21) and 3(38) roles), and a subscription Wealth Advisory Program. The brochure reports approximately $252,894 in assets under management covering six client relationships, and it offers both model-based and strategic management arrangements. HLWM’s investment services are delivered through a model-based Portfolio Management offering and a discretionary Strategic Portfolio Management program that uses a core-and-satellite approach, with ongoing monitoring and periodic rebalancing; the firm discloses the use of options-based strategies (e.g., covered calls and cash‑secured puts) for certain clients. Financial planning and consulting are available on an hourly basis, and the subscription Wealth Advisory Program provides recurring, non‑discretionary guidance for held‑away assets rather than continuous discretionary oversight. Distinctive elements noted in the brochure include sponsorship of a wrap‑fee program (an arrangement that is relatively uncommon among similar supported firms) and a structured educational curriculum of three online tiers covering market basics through advanced options strategies, each with specified lesson topics. The firm’s small reported client base and modest AUM suggest it currently operates more as a boutique adviser rather than primarily serving high‑net‑worth households, and it also publishes tiered business advisory subscriptions for entrepreneurs and plan sponsors.
To learn more about the advisors currently working at Hill and Labarre Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Williamstown, NJ
| 5
| |
Williamstown, NJ
| 4
| |
Williamstown, NJ
| 5
|
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