The Hiett Walsh Team

Comprehensive advisory services for the long-term

If you have previously worked with or considered working with a financial advisor, you’ll know: many advisors confine themselves to working exclusively in the realm of stocks, bonds, cash and related investment vehicles. Their business success depends on handling as many clients as possible, with as little interaction as possible, resulting in a cookie-cutter approach to investment management. Our approach is radically different. We built our business in a way that enables us to get to know our clients and to learn about their families, their charitable instincts, and their hopes and dreams for the present and future. Based on that, we aim to provide comprehensive financial advice from, yes, managing investment portfolios, to advising on tax, estate planning, and legal considerations, to providing guidance on private equity, real estate, non-traditional and other investment classes. And we tailor clients’ investments to match their values through socially responsible (SRI) and Environment, Social, and Governance (ESG) guided investment practices.

Meet our Team

Beyond investing with clients’ best financial interests and goals in mind, we also take into account each client’s values and beliefs, and strive to invest in a way that enables clients to use their resources to improve the world around them. We do this through a Socially Responsible Investing (SRI) approach, that takes into account Environment, Social, and Governance (ESG) factors, among others, including (and especially) those directed by the client. 

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