Families.

Collaborative wealth management across generations

A Trusted Partner to Guide Your Family Through Life

At HT|TC Wealth Partners, we understand that family is at the heart of everything you do. Whether you’re facing the excitement of a new chapter or managing the complexities that come with change, our collaborative team is here to support you every step of the way. With decades of experience supporting families, we provide the financial guidance needed to preserve and grow your family’s wealth, helping you navigate life’s milestones with confidence and security.

Your family’s life is full of transitions — some expected, others not. Whatever your situation, we’re here to help. Our in-house team brings together financial planning, trust and estate planning, investments, retirement plan services, and insurance — all coordinated to provide you with a personalized, cohesive experience. We’re not just here to manage your wealth; we’re here to support your family through every stage of life and maintain harmony across generations.

At-a-Glance: Is This Your Family?

Who You Are: A family looking for a coordinated, comprehensive, and enduring financial strategy that aligns with your values and goals. Whether you’re planning for the future of your children or supporting elderly parents, you want a team that understands your needs.

What You Care About: You’re focused on preserving wealth, reducing estate taxes, preparing the next generation, and maintaining family harmony.

What You Need: A highly experienced, dedicated, collaborative team that understands the complexities of your family’s financial landscape and can guide you through important decisions with clarity and confidence, helping your family achieve financial success across generations.

Meeting Your Family’s Financial Needs, Under One Roof

As your life and circumstances change, we can proactively bring in the right team members at the right time, helping ensure you receive the guidance you need when it matters most. Collaboration is key — both across our team and with you — empowering you to make informed decisions to help your family achieve financial success across generations.

Our team of seasoned professionals works together to create strategies that are tailored to thoughtfully address every aspect of your family’s needs — today and in the future.

FINANCIAL PLANNING

Your financial plan is developed specifically to address your family’s needs, and we work with you to update it, as “life happens” in all seasons. From saving to spending, through new chapters and beyond, we can help you prepare and feel confident in your financial future.

ESTATE PLANNING

Protecting your family’s legacy is important. Our team can help you navigate the complexities of wills, trusts, estate taxes, and more. We work together to help ensure your wealth is managed according to your wishes and transferred smoothly, keeping your family’s goals in focus.

INVESTMENT MANAGEMENT

Your investment portfolio is crafted to align with your family’s objectives, and we regularly adjust it to balance growth with risk, keeping your strategy aligned with your financial goals.

BUSINESS OWNER SERVICES

If you’re a business owner, we provide support tailored to your needs. From managing cash flow and planning for growth to preparing for succession or retirement, we help you integrate your business goals with your personal financial strategy, so both can thrive together.

INSURANCE & RISK MANAGEMENT

Life is unpredictable, but with the right strategies, you can face the future with confidence. We can review your current insurance coverage and develop customized insurance solutions to help protect your assets.

ht|tc families wealth management journey

Your Family’s Journey is One of a Kind

As your family deals with complex financial decisions, you’re faced with the challenge of balancing multiple priorities, needs, and aspirations. You might be navigating a significant life event — such as selling a family home, planning for a child’s education, or caring for an aging parent. Different family members may have their own life experiences and opinions. From managing daily expenses to planning for long-term goals, we can help. Together we’ll create a cohesive financial plan that addresses your immediate concerns while laying the foundation for a lasting legacy, taking your family’s values and aspirations into consideration so that they’re reflected in every decision.

HT|TC Wealth Stories™ Spotlight: Family Wealth Management

A Lifelong Financial Team for Your Family

Our team of professionals is focused on deeply understanding the distinctive needs of each family we serve. We combine detailed financial planning with essential family conversations, creating strategies that align with your long-term goals and values. Our proactive, caring, collaborative approach equips our family clients to navigate their financial challenges confidently, helping secure their family’s legacy with a trusted partner by their side.

Life happens. Let’s plan for your family’s, together.