Thank you for considering Hill & LaBarre Wealth Management as your partner on your financial journey. We're excited to assist you in achieving your financial goals and answering any questions you may have.
Send us your Inquiries
If you have any questions about Hill and LaBarre Wealth Management, or if we can be of assistance in any way, please contact us.
Address : 951 Honeysuckle Ct. Williamstown, NJ 08094
Office Hours:
Mon - Fri: 9:00am - 5:00pm
Sat & Sun: 9:00am - 3:00pm
FAQS
How does an investment advisor benefit me?
An investment advisor provides professional guidance to help you make informed financial decisions and stay aligned with your long-term goals. Rather than reacting emotionally to market movements, we create a structured investment strategy based on your risk tolerance, time horizon, and financial objectives. We also monitor your portfolio over time, making adjustments when needed to keep you on track and help you build and preserve wealth efficiently.
Is there a minimum amount of money I need to get started?
No, there is no minimum investment required to work with our firm.
We believe professional investment guidance should be accessible, whether you're just getting started or managing a more substantial portfolio. Our goal is to build a long-term relationship and grow with you over time, rather than require a large upfront commitment.
How is your asset management program structured?
Our firm is structured on a two-tiered system, a Portfolio Management program and a Strategic Portfolio Management program.
Our Portfolio Management program is a model-based approach designed to provide disciplined, diversified investment management. Clients are placed into professionally constructed portfolios based on their risk profile, with ongoing monitoring and periodic rebalancing.
Our Strategic Portfolio Management program builds on this foundation by incorporating a more personalized approach. In addition to the core portfolio, a portion of your assets may be allocated to tailored investment strategies based on your specific goals.
How does the fee structure work?
Our fees are designed to be simple and aligned with your success. Rather than charging upfront or transactional fees, we operate on a percentage of assets under management, billed quarterly.
Because every client’s situation is different, pricing may vary slightly depending on the level of service and complexity involved. We’ll walk through everything clearly during your consultation so you know exactly what to expect, no surprises.
This structure ensures our interests stay aligned with yours. As your portfolio grows, we grow alongside you.
How long have you been investors?
Our advisors collectively have more than 50 years of trading and investing experience, providing you with informed guidance and a level of personal attention that technology alone cannot replace.