Our culture fosters an environment of curiosity and continuous learning. As investors and wealth advisors, we’ve witnessed tremendous change. To succeed for our clients, we’ve had to openly embrace change while remaining true to our principles.

Investment Approach

Warren Buffett is fond of saying, “Price is what you pay, value is what you get.” A core element of value investing is the ability to determine the intrinsic value of an asset, combined with the discipline to pay the right price.

Financial Planning

The depth of our wealth management experience enables HCM to provide advice across your financial landscape. We believe a comprehensive approach to your financial planning leads to better decisions, better outcomes and a better experience for you.

HCM wealth management advisors

Stop Postponing Your Financial Plan

Free Blueprint: Find out the 9 things you can’t afford to put off any longer. Learn what you need to do now, especially if you’re 49 1/2!

We are an Independent Advisory firm with people who believe passionately in delivering simplicity and transparency to our clients on their terms, not ours.

Read our Current Thinking

We invite you to get our latest perspective on investing.

The College Savings Conundrum

Graduation season has come and gone! Congratulations to all those with children and grandchildren moving onto their next chapter of life. For those with loved ones heading to college this fall, the next several weeks are a great time to review…

What’s Changed in 2022? Our Guide to the Numbers that Matter

2022 Key Financial Data (click to download) At HCM, we strive to keep clients up to date with changes that affect their finances. With the constant flow of headlines and new information surrounding Covid-19, the invasion of Ukraine, and monetary…

Long-Term Care Considerations

As we discussed in a previous post, it is no secret that the biggest fear Americans have about retirement is the cost of healthcare. In that piece, we discussed Medicare and provided a Medicare policy selection framework for identifying the…

Contact Us

HCM Office:
1101 Fifth Avenue
Suite 160
San Rafael, CA 94901

Phone: 415-464-5650
Toll Free: 800-481-8388


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