Welcome to Hamilton Wealth Management
Thanks for visiting the Hamilton Wealth Management website. Hopefully, you are here either as a current client or as a prospective client looking for more information about our firm and how we may be able to help you and your family with your unique financial situation. Either way, we’re glad you’re here! After reviewing the information on our website, if you would like to contact us personally to schedule a no-cost initial meeting, please call our office at (585) 381-9870 or use the “Contact” tab above to send us an email.
If you are a prospective client of Hamilton Wealth Management, thanks for your interest. We have designed the website to provide you with some of the basic information about who we are and how we may be able to help you. Please explore the “Our Unique Process” tab to learn how Hamilton Wealth Management applies our Endowment Style Investment Management to our clients and families portfolios.
For clients, thanks again for the trust you have placed in us! You can access your accounts by selecting the “Client Login” link. You will need to sign up for our secure client portal (powered by Orion Advisor Services) in order to receive your protected sign-in information including user ID and password. Feel free to contact our office if you’d like assistance in signing up for Account View – Lesa would be happy to walk you through it. Also, please pass our website link along to a friend, neighbor or coworker as they may be able to benefit from our client-focused services. Thanks again!
To contact us for a no charge initial consultation please call our office at (585) 381-9870 or contact us via email using the “Contact” tab here on the website or emailing Mr. Hamilton directly at firstname.lastname@example.org