Purposeful Planning. Enduring Wealth.
Wealth Management Built Around You
We believe wealth management should feel personal, strategic, and deeply aligned with your long-term goals.
Our approach combines comprehensive planning, investment management, and ongoing guidance to help you navigate complexity with confidence.
Strategic Perspective
Research-Driven Insights
We design planning around your unique circumstances, integrating deep market research with a personal lens to ensure your strategy is both resilient
and intentional.
Personalized Guidance
Relationship-Centered Experience
A relationship-driven approach tailored to your goals, priorities, and values. We focus on the human element of wealth management, providing a trusted partner experience.
Long-Term Stewardship
Thoughtful Oversight
Thoughtful oversight that evolves alongside your life, family, and financial future. We provide enduring advisory relationships that simplify complexity without transactional pressure.
Strategies to help preserve and transfer wealth according to your wishes and values.
Guidance for equity compensation, business transitions, and complex compensation structures.
Who We Serve
Whether you're preparing for retirement, growing a business, advancing your career, or building wealth for the future, Hartman Private Wealth focuses on helping you make confident decisions and build lasting financial security.
You've spent decades building your wealth, and now you're transitioning from accumulating assets to creating a sustainable income stream. Retirement may bring questions about Social Security, healthcare, taxes, and how to confidently enjoy the lifestyle you've worked so hard to achieve. You want clarity and a plan that helps you make the most of this next chapter.Â
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You'll work directly with our founder, Alec Hartman, CFP, who works with you to design retirement plans that are stress-tested, not just hopeful — modeling income across decades, sequencing withdrawals to minimize a lifetime of taxes, and pressure-testing against the risks that actually threaten retirees. The goal is simple: permission to spend and live your life with confidence and financial clarity.
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Services Designed for You
→ Retirement Planning
→ Investment Management
→ Tax Planning
→ Estate Planning
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Find out if your plan can take a punch.
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When you own a business, personal and company finances are fused, and your largest holding is also the most concentrated and least liquid. Hartman Private Wealth plans for the business and the family as one system: structuring the company more tax-efficiently today, building diversified personal wealth, and preparing early for a succession or sale on your terms-- backed by institutional research and coordinated with your CPA and attorney.
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Services Designed for You
→ Business Owner Planning
→ Tax Planning
→ Retirement Planning
→ Investment Management
→ Estate Planning
→ Risk Management
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Build wealth that isn't trapped in your business.
Success has created new opportunities—and added complexity. Between equity compensation, concentrated stock positions, and competing priorities, you need a coordinated strategy that helps you optimize your wealth and make confident decisions.Â
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Hartman Private Wealth brings rigorous analysis to the most complex part of your wealth — modeling the tax and timing of every equity event, building a disciplined plan to diversify, and making sure every benefit you've earned is captured, all integrated with your broader plan.
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Services Designed for You
→ Employer Benefits & Equity Compensation
→ Tax Planning
→ Investment Management
→ Cash Flow & Liquidity Management
→ Estate Planning
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Make your compensation work as hard as you do.
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Your career is gaining momentum, your income is growing, and life is becoming more complex. Whether you're purchasing a home, growing your family, or beginning to invest seriously, you're looking for guidance to help turn today's success into lasting wealth.
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You'll work directly with our founder, Alec Hartman, CFP, to build the foundation right the first time — a real, integrated plan, not a product sale — with the same institutional research and open-architecture advice behind every Hartman relationship, from an advisor who intends to grow with you.
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Services Designed for You
→ Cash Flow & Liquidity Management
→ Investment Management
→ Employer Benefits & Equity Compensation
→ Risk Management
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Start now and let it compound.
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Guidance Built for the Long Term
Whether you're navigating a major transition, building lasting wealth, or seeking a more strategic advisory relationship, we're here to help.Â
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At Hartman Private Wealth, our role is to provide clarity, structure, and guidance so you can focus on what matters most-- all while knowing your financial life is being managed thoughtfully and intentionally.