Hemlock Creek Wealth Management

Hemlock Creek Wealth Management Advisors Earn Exit Planning Credentials

September 17, 2025

Certified Exit Planning Advisors Nick Davis and Sarah Davis

Hemlock Creek Wealth Management, an independent financial planning and wealth management firm, has enhanced its ability to serve the business, personal, and financial needs of owners of privately held companies by investing in the education and training of Founding Partners Nick Davis and Sarah Davis. Both earned the Certified Exit Planning Advisor (CEPA®) credential and…

Investing In Any Market: How We Help Clients Stay on Track

April 22, 2025

Given the significant moves unfolding in markets, Hemlock Creek Wealth Management has heard important questions about what this means for client portfolios. Please continue to reach out to us with any questions and concerns, but we also want to recap some of the more frequent questions – and their answers – in the hopes it…

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