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Home > Financial Services > Stock Brokers > Ha&W Strategic Partners, Llc
Ha&W Strategic Partners, Llc
Ha&W Strategic Partners, Llc is a member of NASD, the National Association of Securities Dealers. NASD is a self-regulatory organization of the securities industry responsible for the operation and regulation of the NASDQ stock market and over the counter markets. It also administrates exams for the investments professionals, such as the series of 7 exams.
Since their founding in 1952, they have steadily expanded their services to meet the needs of their clients. They have organized the firm into industry groups so their people know the particular regulations and special issues of the companies they advise. They have developed functional specialties in areas such as asset management, employee benefits, litigation support, financial staffing, international tax, mergers & acquisitions consulting, and many others. Essentially, they have transformed their firm into a single source for all your financial service needs.
You may have realized many of your financial goals, or you may be just beginning to accumulate your wealth. Whatever stage you may be at, there is so much data in today's environment that an investor must digest and screen through. Often, the investor is so overwhelmed by his devastating task; he may not act appropriately or in a reasonable time frame.
Ha&W Strategic Partners, Llc helps you chart a course and stay on course. They work with you to develop an individual wealth management strategy. They select the top professional money managers in the world and integrate their advice into your portfolio. Every portfolio is personally designed to recognize factors including risk tolerance, the impact of taxes and inflation, and short and long-term market expectations. Your personalized quarterly report will detail your investment holdings, track actual performance against appropriate benchmarks and detail your financial picture.
Their M&A practice has a record of success across a wide range of industries, involving many complex transactions ranging from $5 million to $400 million. They provide a full range of financial advisory services in connection with mergers, acquisitions, restructurings, divestitures, joint ventures, spin-offs, exclusive sales, and leveraged buyouts.
Their professionals work diligently to advise their clients. Their diverse M&A experience gives them the perspective of buyers, sellers, and stakeholders with respect to accounting, tax, financial, and organizational issues in M&A transactions.
From pre-trial support through trial assistance and settlement negotiations, HA&W’s Litigation Consulting group offers expert accounting, financial, business, and economic advice.
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