Hamilton Wealth Management
At Hamilton Wealth Management we bring the experience, independence and personal engagement of our local team (Office in Pittsford, NY) together with the vast resources of WealthPLAN Partners and Securities America to provide a complete financial planning and investment management experience designed around your personal goals and needs. We encourage you to learn more about HWM, WealthPLAN Partners and Securities America.
How you financial advisor does his or her job is very important, but so is who your advisor is! This goes for the team they work with as well as the investment firm they partner with. I encourage you to read Mr. Hamilton’s personal bio below but also check the rest of the team. From Lesa Bayer here in our local office to the very deep teams at WealthPLAN Partners and Securities America whom we rely on for support, planning and research, you will see that we provide a wealth of experience, resources and integrity that you can rely on.
Thomas Hamilton, AAMS
President, Hamilton Wealth ManagemenT
Mr. Hamilton is a bit unique in the world of financial advisors in that he’s a degreed engineer, having earned his Bachelor’s degree in Mechanical Engineering from RIT in 1988. He’s the sixth of seven children from a middle class family, growing up in the mostly rural town of Alden, NY. Having not come from money, he learned to appreciate the value of a dollar earned from school teacher parents who never earned large salaries, yet still managed to send seven kids through private colleges and show that dollars alone can’t measure true riches.
After college, Mr. Hamilton spent years in industry working in various capacities as an engineer providing services to manufacturing companies in NY State and nationally. Having worked in the “real world” gives him a keen understanding of the effort, hard work and industriousness required to become successful in business and an appreciation for protecting what we earn. This background is what Mr. Hamilton brought with him when he switched careers, becoming a Financial Advisor in 1996.
Now, with 24 years experience as a financial advisor, along with his background in engineering, Mr. Hamilton has a passion for working with his clients to find real solutions to their financial concerns. He knows that each client’s situation is unique and believes in listening to their needs then getting to work to provide solutions. As an independent financial advisor, he is free from the sales quotas, contests and top-down sales approach that have plagued the financial services industry. Rather than employ cleaver sales techniques, instead, Mr. Hamilton strives to win his clients’ trust through well thought out financial and investment plans and includes the client every step of the way.
Outside of managing HWM, Tom has been married to his wife Nancy for 24 wonderful years and has three boys, ages 19, 23 and 24. He is very active in coaching youth sports, having coached CYO basketball for the past 15 years as well as soccer and baseball over the years. The Hamilton Family enjoys most outdoor activities and can be seen boating on Lake Ontario and the Finger Lakes during the summer months.
Mr. Hamilton also hosts a popular weekly radio show, The Tom Hamilton Show.
Mr. Hamilton holds his Series 7, 63, and 24 securities registrations with Securities America as well as his Life insurance registration. He has completed the Accredited Asset Management Specialist (AAMS) certification through The College of Financial Planning.
PRIVATE WEALTH ADVISOR, Hamilton Wealth ManagemenT
Brent Stewart is a Private Wealth Advisor with Hamilton Wealth Management. He focuses on helping individuals and business owners plan for and manage a successful financial future. In addition to working with investments, Brent is the office lead for Life Insurance reviews and the Medicare insurance needs of our clients.
Brent believes the most successful wealth management strategies look at the big picture. He uses a comprehensive, solution-focused approach, along with a high level of personal attention to each client and a commitment to each client’s best interests. Brent grew up in Fairport, NY and currently reside in Rochester and is very involved in the local community. When not working, Brent likes to spend time with family and friends as well as playing golf and hockey.
He currently holds his Series 7, 6, 63 and New York State, Life, Accident and Health Insurance Licenses.
Client Service Manager
Lesa joined Hamilton Wealth Management soon after it was founded in 2004. She started as our “do-all assistant” and is now our Client Service Manager, responsible for all client service. Basically, Lesa handles all non-investment related client needs. Need a distribution to your checking account? Call Lesa. Have a question about a form or other paperwork? Call Lesa. Need a copy of your statement, 1099 tax forms or cost basis? Call Lesa. Need …. well, you get the picture!
Lesa grew up in the Midwest and received a Bachelor’s degree in Marketing from the University of Illinois. Before moving to Pittsford, Lesa was the Director of Merchandising for Famous Barr, a retail company that was a division of the retail giant May Company. She had also worked in the finance department at May company.
After the Bayer family moved to Rochester, Lesa spent several years as a full-time mom, raising three kids. Once the kids weren’t so little anymore, Lesa joined Hamilton Wealth Management. Her knowledge and experience understanding how to properly service our clients has made Lesa a critical member of the HWM team.
Lesa has been married to her husband Tom Bayer for 27 years and has three children, ages 19-25. She volunteers as a team parent for her kids’ youth sports teams and is very involved in her parish.