Overview:At Hilton Garrison, we offer a unique approach to develop and implement strategies for family wealth. Utilizing our innovative wealth management platform, we have the ability to design a holistic, unbiased and comprehensive analysis of your current situation.
There are three ways to work with us:
1. Financial Planning Client – In this model, we create a comprehensive financial plan for a one-time fee.
2. Assets Under Management Client – In this model we allocate and manage your assets for you. Because we work with over 40 different Independent advisory firms, we can choose a portfolio that meets your specific needs. We are there every step of the way. We keep a close eye on your investments and meet with you as often as you need us.
3. Planning/Asset Management Combination Client – Many clients prefer to work with us in a more collaborative way, in which we help you plan your financial roadmap and collaborate on your investment portfolio choices. This is a more customized combination of financial planning and assets under management.
Whether it’s simply helping you reposition your assets or implementing a complex series of tax- advantaged strategies, we will do everything possible to help you reach your financial goals.
Erin Hilton and Paige Garrison are two experienced CERTIFIED FINANCIAL PLANNERS™ who approach each client as a team. Erin’s extensive investment management experience and Paige’s risk management focus results in a holistic, carefully tailored plan designed to help meet your long term goals while at the same time, providing protection from unforeseen events. As a client of Hilton Garrison, you get the best of both worlds. Paige and Erin have a combined experience of 40 years in the financial industry.
Big firm capabilities. Small firm personality. That's the Hilton Garrison difference.