The Hauser Wood Ma Jorgenson Wealth Advisory Group is a team of passionate individuals who care deeply for our clients and connect with them not only on a professional level, but more importantly on a personal level. We strive to earn the respect and trust of our clients to create lifelong relationships.
At Hauser Wood Ma Jorgenson Wealth Advisory Group, we help a select group of professionals and entrepreneurs discover the purpose for their wealth. We work with our clients to understand their core values and life goals, and match them with their wealth plan.
How We Do It:
Our team will take you through a 9-step planning process to ensure your wealth plan has you covered in all aspects and stages of your life.
Our disciplined investment process, which focuses on dividend growth and income has a proven track record of preserving and growing your portfolio
We partner with lawyers, trust officers, certified professional accountants and estate planners to help implement a comprehensive wealth plan that is in line with what is most valuable to you
We specialize in wealth preservation, and minimizing the taxes on the transfer of your estate
The cost of our services is very competitive. More importantly, the value of our services always outweighs the risks of not undertaking this fundamental work