Who We Are
We draw on decades of experience and have access to financial products and strategies that enable us to provide effective strategies to help people like you progress toward your personal financial goals.
Strategies for Individuals
We help individuals and families understand the financial options available by providing comprehensive strategies to help them navigate through the complex financial systems and plan for their future.
Strategies for Businesses
We help the business owner understand the options available to them. We can provide comprehensive strategies designed with the goal to alleviate income and estate tax issues for business owners.
Hamilton & Associates is a comprehensive tax and wealth management firm. We exist to provide guidance for clients to help them progress toward their personal financial goals. We are committed to staying current on applicable legislation and financial markets thereby giving us the knowledge to proactively help our clients make the “right” decision about their financial matters. We seek to accomplish our mission through education, communication and service that exceeds our client’s expectations.
As the founder of Hamilton & Associates, I’d like to thank you for taking an interest in our firm. I started my Tax and Wealth management practice in 1986. Since that time, a lot has changed, but the basic principles I’ve held from the beginning have remained the same: to provide meaningful financial direction for my client’s benefit, implementation of this advice with an exceptional level of customer service, and reasonable fees for service. The #1 goal is to have our advice pay for itself and provide you with the confidence that comes with knowing that you are capitalizing on every available opportunity.
Hamilton & Associates has built an excellent reputation over the years with an approach that is process driven and service oriented. I have learned over time that the success of our business is based on long-term relationships.
If you want to work with people who share a commitment to their profession and care about each client’s unique concerns and objectives, I invite you to consider us. I think you’ll like what you find.
Keith Hamilton, CFP®