Our Services

Through leading-edge technology and access to unbiased research, your Hamilton Wealth Management representative will identify investment opportunities and outline an investment strategy designed to help you meet your financial goals. As an independent branch office of Centaurus Financial, we have access to a wide array of investment products and services including mutual funds, managed accounts, stocks, real estate, insurance, alternative investments such as REITs and BDCs, energy products and fixed income products.

Hamilton Wealth Management specializes in providing the following financial services:

Asset Preservation & Estate Conservation
Protecting Income During Retirement 
Tax-Aware Investment Strategies
Investment Management
401(K) Creation and Transfers
Traditional IRA to Roth IRA Conversions
Retirement Planning Strategies
Estate Conservation
Wealth Management
College Savings Planning
Long Term Care Planning

Please schedule an appointment today for a complimentary consultation. We are prepared to put you – and your investment needs – first.  We’re looking forward to using our expertise to help you pursue your financial goals.