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Hawthorn offers truly integrated wealth management services by combining investment management with tax, financial planning and estate planning guidance, as well as personal administrative services. Our unbiased and independent advocacy is dedicated to safeguarding wealth and aligning assets with family values, lifestyles and aspirations. Each Hawthorn relationship begins with a thorough discovery process. We ask key questions and listen closely to answers -- not just the words but the spirit of the message clients convey. Once we understand what they value most, we craft a customized family profile that reflects their overall financial situation and related interests. At Hawthorn, we have the insight to help clients maximize financial performance today and the foresight to help preserve their legacy for generations to come. Our wealth strategy and fiduciary services help confirm that tax, financial, estate planning guidance, insurance and philanthropic issues are identified and articulated so that portfolio management decisions are optimized to meet the personal goals of our clients.