Office Hours 9:00 a.m. to 5:00 p.m.
Hallett & Associates PS
At Hallett Advisors, It's All About You!
As a boutique advisory firm, we offer you service that is personal, private and exclusive. We aspire to have only a limited number of clients to provide personal service to every one of them. We honor our relationship with you by providing customer service and attention you will not find elsewhere.
Our process is education-oriented to empower you to achieve long-term financial security. You get peace of mind from understanding the financial planning process, and we guide you on the best ways to get from where you are today to where you want to go while avoiding distractions along the way.
As a registered investment advisor regulated by the Securities and Exchange Commission, we are a fiduciary and must always protect your best interests. This makes our role very different from the traditional financial advisor or stockbroker. Our commitment to serve as a fiduciary forms the foundation required in a trusting advisory relationship.
At the core of our relationship is a coordinated approach to managing your wealth, providing you and your family the security that comes with knowing you have planned financially for every stage of your life. We take the time to understand your goals in life and how you feel about your money, we advise you on all financial matters or design a plan to address a single aspect of your finances. Your financial plan shows you what you need to do to fund your goals in life. Your portfolio is tailored to your goals and your ability to withstand market losses.
- Registered Investment Advisor
- Socially Responsible Investing
- Charitable Planned Giving
- Retirement Planning
- Wealth Management
Whom to Contact
- James HallettPresident & CCOPhone: (360) 457-6000Fax: (360) 457-6030