ADVICE & CONSULTING SOLUTIONS
Our collective experience and knowledge forges our ability to serve our clients more broadly. It allows us to address increasingly complex challenges and provide life-encompassing financial advice. We maintain an environment that enhances our common drive to achieve – to the ultimate benefit of our clients.
Hunter Associates’ clients represent a broad spectrum of financial profiles. We partner with clients who are willing to highly engage with an advisor and who seek to gain knowledge in order to reach their financial goals. Utilizing today’s technology, our advisors are able to connect and maintain long-term relationships with clients who live locally, nationally and abroad.
STRATEGIC PLANS
We work to refine and articulate our clients’ life goals and
then build a financial plan tailored to achieve these objectives.
Estate Planning
COLLEGE FUNDING
CHARITABLE GIVING
RETIREMENT INCOME STRATEGIES
LEGACY PLANNING
TAX PLANNING
Focused ADVICE
This consulting-based service is best suited for investors who have a complex financial situation, whose investments extend beyond the public capital markets
or for clients needing tailored advice on complex topics such as privately held businesses, executive benefits, restricted stock and options and unique tax planning needs.
Private INVESTMENTS
Connecting investors, whose needs extend beyond the public capital markets, with private equity investments. Hunter Private Capital was built to match capital providers with innovative companies seeking to bring about positive change in the industries of tomorrow.