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Private Client Integrated Wealth Consulting

Hartland & Co. has deep capabilities in serving private clients.  Our team of experienced professionals includes accounting, tax, estate planning, investment counsel and trust administration.

A full list of our services is included in the chart below:

Our approach begins with the Hartland Financial Overview Report, which summarizes a client's tax, estate and financial plans and the manner in which these considerations fit with asset management.  Our ability to understand all facets of a client's financial and personal circumstance helps us enhance his ability to preserve and build wealth, align management with family aspirations and simplify the administration of wealth.  The non-investment factors in a relationship can be as important to successful wealth management as investments themselves.

 

Contact Hartland & Co. About Private Client Integrated Wealth Consulting

For more information on private client integrated wealth consulting from Hartland & Co., click here.

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