With our expertise in financial planning and investment management, we strongly believe that investment strategies should be tailored to address a family’s individual goals.
That’s why we tailor portfolios to fit a client’s financial plan and not simply an investment model.
Since Hagemann Wealth Management is an investment management firm that has no proprietary products. This allows us to search for the investment strategies that work best for our clients. Our advisors act as a fiduciary to ensure that our investment recommendations are built for the best interest of our clients.