Financial Planning & Wealth Management Solutions

We aim to lighten your load.

Hemlock Creek Wealth Management is dedicated to making life easier and more rewarding for you. We remove the burden of wealth management from your plate by developing a cohesive strategy for working toward your financial goals, then overseeing the big picture.

Our process for serving you starts with listening. Our team listens to your needs and asks questions to understand all the pieces of your financial picture. We seek to bring all the pieces of your finances together while providing step-by-step guidance so you can focus on what matters to you.

Identifying optimal financial solutions that can get you to your desired financial future is the last piece of the puzzle, never the first.

Business owners

High-income earners

Military service members and veterans

Medical professionals

Retirees who have built wealth

Entrepreneurs

Aviation professionals

Holistic Service Offering

Individuals & Families

Business Owners

Individuals & Families:

Financial Planning & Wealth Management Services

Fee-based financial planning

Individual retirement accounts

Estate planning

Philanthropic optimization

10b5-1 plans

Investment management solutions

Tax planning

Special needs planning

Sustainable investing

401(k) plans

Insurance auditing (life, disability, long-term care)

Education planning

Navigating unexpected life changes (loss of a spouse, divorce, inheritance)

Wealth education

Cash flow optimization

Retirement planning and distribution strategy

Values-based investing strategies

Stock options strategies

Business Owners:

Financial Solutions & Services

Cash flow optimization

Risk mitigation strategies

Financial statement review

Tax mitigation strategies

Succession planning

Coordinating with professional partners (CPAs, attorneys)

Insurance optimization

Exit planning

Let's Talk

If you’d like to discuss our holistic service offering