211 Main Street
Ludlow, VT 05149
Main: (802) 293-7663
Fax: (802)419-8380
connect@hwcfinancial.com

What Our Kids Can Teach us About Saving Money The Fed and How It Got That Way How to Retire Early

HWC Financial has been providing individuals and families with a level of financial expertise and service that has made us a valued—and trusted—partner. We specialize in meeting the needs of individuals and multi-generational families with complex planning needs. Our goal is simple: to understand the needs of each client, create strategies that address their unique financial situation and deliver the solutions that will help them reach their objectives.

As a trusted partner to our clients, we provide True Wealth Management solutions that meet their complex planning needs and financial requirements.

HWC Financial is an independent Registered Investment Advisor (RIA). Being independent allows us to offer an objective and personalized approach to managing wealth, built on transparency and trust. This provides the flexibility of financial choices for you and your family based on your specific needs. HWC Financial serves as a fully accountable and integrated point of contact by acting as a focused team of specialists with your other outside professionals. We provide solutions for: 

To learn more about how we can work together click here.

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Use this calculator to estimate your capital gains tax.

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This questionnaire will help determine your tolerance for investment risk.

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That big list of dreams and goals isn't the only way to look at your bucket list.

Surprises

Making the most of surprises is a great reason to work with us.

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From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

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Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

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