HT Partners LLC’s goal is to develop customized, practical solutions that enhance our client’s ability to manage the complexities of their entire portfolio of assets – financial, human, intellectual and social. We take our fiduciary responsibility very seriously and are committed to put the interests of the client first.
We know from experience that many clients do not have the time, experience or inclination to handle the complexities that their wealth presents. Instead, they recognize the need for a firm of professionals that can help them make objective and smart decisions about their Wealth, Life and Legacy.
- We listen to what really matters in your life.
- We inventory all your affairs financial and human.
- We design a plan to organize your assets and deploy a tracking system.
- We devise a disciplined roadmap to help you realize your objectives.
- We help you implement your roadmap.
- We help you stay on course with your objectives.
OUR AREAS OF EXPERIENCE
- Financial Counseling
- Tax Planning
- Investment Planning
- Estate Planning and Trust Administration
- Retirement Planning
- Business Planning
- Risk Management
- Education Planning
- Family Office Administration