Wealth planning that empowers you to do what you love with the people you care about.
At Hall Wealth Counsel, we’re tax nerds turned wealth managers. Tax optimization is second nature to us. How could it not be? Joelle Hall has 20 years of experience as a chartered accountant and tax partner at a big four firm before starting a wealth management practice in 2016. We bring that insight and perspective to every relationship. To us, tax planning is an inseparable part of designing a thoughtful financial plan and investment portfolio to protect and grow your hard-earned wealth.
As a multi-disciplinary practice, we wrap financial planning and tax advice around investment advice. As discretionary portfolio managers, every investment decision aligns with your Investment Policy Statement. Our clients are families, professionals and business owners navigating the complexities of wealth. Our clients value our advice because we’ve taken the time to know them and understand the why behind their decisions.
As a designated Family Enterprise Advisor, we help our clients navigate succession planning and the challenges that come with the interconnectivity of family business and family wealth. We understand the interplay between corporate and personal financial structures and how to maximize wealth growth.
We want to empower you and help you see the links between the wealth you’ve built and the future you want. Between our experience and that of Richardson Wealth’s in-house team of insurance, philanthropy, tax and estate planning experts, we have what we need to get you there.
We’re Hall Wealth Counsel and we help you simplify your wealth so you can do what you love with the people you care about.