Hamilton Wealth Partners is a specialist, award-winning wealth management firm founded in 2013. Leveraging relationships with global alliance partners, they provide expert investment and strategic advisory services to successful individuals, families, and for-purpose organizations. With Partners boasting over 30 years of experience in leading financial institutions, the firm is guided by independently chaired Advisory and Investment Policy Boards, ensuring a depth of expertise and an objective voice.
Committed to providing thoughtful and attentive service, Hamilton Wealth Partners prioritizes giving clients confidence and clarity in their financial affairs. As a privately owned firm, they are not tied to any financial institution or external interest, operating under a transparent fee-for-service relationship. The alignment of interests between the firm and its clients is central to fostering long-term, successful relationships based on trust and mutual benefit.
Embodying the philosophy that “Wealth Without Values Is Simply Money,” Hamilton Wealth Partners places a strong emphasis on people, quality, and service. Recognizing the importance of strategic alliances with various professional firms, including accounting, banking, estate planning, insurance, legal, and real estate, the firm aims to provide comprehensive wealth management solutions that are underpinned by a proven process, a clear philosophy, and a robust methodology.