Financial planning, investment solutions & insurance

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STEP INSIDE HAMPTON WEALTH MANAGEMENT
Don’t Settle For Less

Our Consulting Services

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.)

“Strategy without tactics is the slowest route to victory. Tactics without strategy is the noise before defeat…”

– Sun Tzu, The Art of War

Investor Management:

  • Psychometrics
  • Portfolio Stress Testing
  • Factor-Based Investing
  • Alternative Investments 

Financial Planning:

  • Behavioral Finance
  • Modular Financial Planning
  • Educational Planning
  • ​Tax Preparation & Forecasting
  • Health Savings Accounts
  • Retirement Income Planning
  • Social Security Optimization
  • Medicare Guidance
  • Legacy Planning 
 

Insurance:

  • Life Insurance Portfolio Analysis
  • Annuity Audit
  • Long Term Care Coverage
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All men can see the tactics where by I conquer, but what none can see is the strategy out of which victory is evolved…

– Sun Tzu, Art of War

Get In Touch

One Pine Corporate Center
Suite 200
6021 Wallace Road Extension
Wexford, PA 15090

 

(412) 600-2725

 

mlynn@hampton-wealthmanagement.com

Investment advisory services offered through Cambridge Investment Research Advisors Inc. a registered investment advisor.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: Arizona, Florida, Massachusetts, New Jersey, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Washington and Utah.
Cambridge and Hampton Wealth Management are not affiliated.

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