Personal Wealth Management
All your life you’ve worked hard. You’ve saved wisely. Now it’s time to build your wealth and ensure your future. You want a “return on life.”
At Addis & Hill we help our clients capitalize on their life’s work. As a financial planning and wealth management firm, our mission is to deliver more than just a good return on your investment portfolio. We want you to be completely comfortable with your financial plan and investment strategy, and confident in our advice.
Are you ready to ensure your return on life?
We have a passion for helping people make smart decisions with their money. We provide a broad range of services to our clients at all different stages of life. We will help you craft a financial plan, an investment strategy and solutions to address your unique circumstances.
- Our focus is on comprehensive financial planning, not just investment management.
- Our clients are seeking a long-term advisory relationship, not simply a one-time consultation.
- Our planning model accommodates expected and unexpected life transitions: Retirement, a medical emergency, the death of a loved one, a liquidity event, an inheritance.
Through our fee-only model we are accountable only to our clients, not to the market or any other financial institution. We design investment plans that are tailored to your needs, your risk tolerance, your future goals. Before we invest a dime of your money, we make certain you understand and agree with the strategy, and we are aligned on your objectives.
If you have $500,000 to $5,000,000 in assets, Addis & Hill can help.
Our Planning Model
Building a financial plan without first covering your bases is akin to building a house on sand. Soon that house will shift and develop cracks and ultimately crumble.
That’s why we begin each new engagement with our Blueprintssm process.
Our proprietary approach lets you sleep well at night knowing your assets are protected and working for you — and future generations of your family — as hard as you worked to earn those assets.
for 25 Years
We’ve been around a while helping clients from all walks of life drafting financial plans, investing their assets, creating retirement and estate plans, and dealing with difficult tax matters.
As the lead advisor, Chip Addis (center) leans heavily on the Addis & Hill team to support our clients. From left to right, Bill Mayer heads up the financial planning process, Gail Dewey provides client support services, Justin Hill heads up the operations of the firm, and Kelly Bashore leads the investment planning process. We all collaborate as a team to make sure our expertise is properly channeled into providing the best results and experience for our clients.
Our goal is to improve your “return on life,” not simply provide a better return on your investments.