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Client Centered

Hal cy on

[hal-see-uh n]

1. Calm; peaceful; tranquil

2. Rich; wealthy; prosperous

3. Happy; joyful; carefree


(Source: Dictionary.com)


WHO WE ARE

Halcyon Wealth Advisors is an independent, relationship-based financial planning organization providing comprehensive wealth management, retirement income planning and meaningful tax strategies.

We foster long-term, trusting relationships with our clients by serving all their financial needs and working as a cohesive team.


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.