Life & Legacy

Hampton Wealth Management is a fiduciary that brings endowment-style expertise to individuals searching for institutional methods to generate more consistent outcomes.  We believe portfolios can be optimized, in part, by properly aligning alternative and traditional investment universes together. 
 
We democratize financial services by providing collaborative experiences that harness engaging technologies to tell your story and to design elegant financial plans, which empower our clients to reach their health and wealth goals while making the world a better place. 
(We just happen to build distinctive portfolios.)
Investing:
 
Risk Profiling
Factor-Based Analysis
Portfolio Crash Testing
Save the World (SRI /ESG)
Financial Planning:
 
Accumulation
 
Distribution
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Retirement:
 
Medicare Enrollment Guidance
 
Social Security Optimization
 
End-of-Life and Organizational Planning

One Pine Corporate Center, Suite 200

6021 Wallace Road Extension

Wexford, PA  15090

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