• Taking the Complexity out of Financial Planning and Investing

    Sound far-fetched? Our ability to integrate these two disciplines is at the core of what HCM delivers. Our advisors will empower you to have confidence in the financial decisions you make.

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  • Financial planning is a process, not a product

    Find out how HCM can help give you a clear understanding of your financial picture.

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Experience
Matters

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.

OUR APPROACH
Value-Driven
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.

HOW WE INVEST
Comprehensive
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.

OUR PLANNING PROCESS
Client Relationship Summary (Click for Full Document)
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!

GET THE BLUEPRINT

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

MEET OUR TEAM

Read our Current Thinking

We invite you to get our latest perspective on investing.

Understand Your Big Picture

You probably have competing financial goals and none of them exist in a vacuum, meaning, a decision to direct cash flow towards one often comes at the expense of another. So how do you make sure you are creating the balance you need to achieve…
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Planning for the Possibility of Diminished Capacity: Ensuring Peace of Mind to You and Your Family

As our loved ones age, we are often faced with uncertainty surrounding the future. Being the trusted person to care for an aging family member can be a daunting responsibility. With old age comes the potential for uncharacteristic behavior,…
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To Work or Not To Work: No Longer the Sole Retirement Question

Retirement is changing.  The idea of retirement is no longer a binary decision of choosing to work or not work. The idea is increasingly morphing into a discussion of flexibility. When can I afford to scale back? Can I do it sooner rather…
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Contact Us

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

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

info@hutchinsoncapital.com

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