Hal • cy • on
[hal-see-uh n]
1. Calm; peaceful; tranquil
2. Rich; wealthy; prosperous
3. Happy; joyful; carefree
(Source: Dictionary.com)
Halcyon Wealth Advisors is an independent, relationship-based financial planning organization providing comprehensive wealth management, retirement income planning and meaningful tax strategies.
WHAT WE DO & HOW WE DO IT
- Comprehensive, personal financial planning that creates an individual “road map”. A process of planning, implementation, and on-going review.
- Provide intellectual capital to make smart decisions.
- Use only products that have gone through a due diligence process.
- Use a cross-disciplinary approach.
- Engage Third-Party Strategists that provide unbiased research.
- Build a portfolio intended to withstand varying market climates.
- Be a voice of reason for growing wealth and managing risk.