Welcome to Hatz Wealth Management

Fewer clients. Deeper relationships. Better results.

Helen has successfully built a purposefully small boutique practice that effectively serves visionary, successful individuals and families. Her secret? Fewer clients.

We serve in the context of deep relationships. Our clients typically have more complex planning issues and are often very busy.  

They not only look to us for superior earning quality in their portfolios but also to identify high value strategies and opportunities and then to coordinate with their other professionals to get the work done.  

We are not a practice of 200+ clients and never aspire to be. This decision has given us the rarest of gifts – real interaction and productive time to continually move the needle for our clients.

Click to learn about our Team.