Hawthorne Financial Services

The significance of the whole can sometimes be much greater than the sum of its parts…
                                                                                                                Thomas Edison

Modern technology and communications have increased both the quantity of the information we receive and the speed at which we receive it.  This means that information is less and less valuable, unless we have an effective method of processing it into wisdom.

Though the results often seem often rather simple, developing the process means wading through tremendous complexity.  As a result, most people make a series of decisions about disconnected parts rather than building a significantly greater “whole”.

Hawthorne Financial Services is a fee-based, integrated financial planning organization which provides customized solutions for Affluent and Achieving individuals and their families.  We’re an organization that is expert in removing complexity in your life so you can build meaningful wealth. 
Our services include the following:

  • Cash Management
  • Investment Management
  • Insurance Strategies
  • Retirement Accumulation and Distribution Planning
  • Family Estate Planning, Trust Services, and Philanthropic Planning
  • Diversification Strategies for High-Equity Concentrations
  • Stock Option Exercise Planning

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