At Hawthorne, we are privileged to work with some wonderful people as clients! People who are successful, growth-oriented, community contributors, are positive and who value working with an experienced advisory firm that can truly contribute to their quality of life and their ability to continue to grow and create a meaningful legacy. People who are looking for the values and integrated approach we bring to every client relationship. While some claim they “couldn’t do this on their own”, the reality is that they choose not to – for a variety of good reasons.
More specifically, our clients are individuals, couples, widow(er)s and families.  The majority of our clients (about three quarters) own one or more businesses, or did at one time.  Most of the rest are executives and professionals who are within ten to fifteen years of their first “retirement” (we believe, as do most of our clients, that successful retirement is retiring to something, not from something).
In order to maintain and enhance the quality of our work, we have to be selective in taking on new client relationships. For success with us, it is critical that you have:

• The desire to follow the advisory process
• The desire to delegate this process so that you can pursue other goals
• Available investment resources of at $1/2 million or a net worth of at least $2 million.
• Reasonable expectations of success

If you have been looking for the right match with a trusted financial advisor, then we invite you to take the next step and contact us for an initial meeting. At that time, we will have the chance to get to know each other better. We look forward to meeting you, making that match and helping you reach your financial and life goals.