Our Story
Welcome to Hague Wealth Management
Founded in 1999 by Stephanie and Bill Hague, Hague Wealth Management (HWM) is an independent financial advisory firm based in Southwest Florida. Our journey began at Shearson Lehman Bros in 1993, where we quickly recognized that not all investors experienced the same success, even during favorable market conditions.
With a focus on retirees and pre-retirees in Southwest Florida, we noticed a recurring trend among our clients. They had all worked tirelessly to accumulate wealth and had a common desire: to safeguard their financial achievements. In other words, they worked a lifetime to make it and they never want it to go away! This realization led us to act on a simple yet powerful principle – our clients' success could be greatly enhanced by avoiding stock market declines while capturing a percentage of the gains along the way, often resulting in double-digit returns.
At HWM, our story revolves around confidence and fulfillment, with a client base we proudly refer to as "Our Financial Family." We provide round-the-clock access to our services, and while we don't work with everyone we meet, our family of clients understands that our practice's cornerstone lies in Building, Preserving, and Protecting their portfolios.
Safe Money Solutions have always been the foundation of our approach. Since 1999 (coincidentally, our randomly assigned phone number was 1999), Stephanie and I have been dedicated to running an independent financial advisory firm that specializes in providing not only safe money solutions but, more importantly, ensuring the happiness and confidence of our clients. At HWM, we work for our clients, not for a Wall Street firm. This distinction creates an exhilarating experience for both us and our clients.
Over the past decade, I have been locally and nationally published for my personally written finance column, "Money Talks." This collection of straightforward insights on financial markets and investing has resonated with readers due to its jargon-free, no-nonsense approach. Our readers appreciate the easy-to-understand information presented in a conversational manner, unlike the pre-written, plagiarized jargon often found in the industry. This approach led to the birth of our tagline, "Enjoy the life of a SWAN (Sleep Well At Night)," capturing the essence of our philosophy.
To experience the direct and candid style of my column, I invite you to read one of the featured articles. Alongside our expertise in Safe Money Solutions, our dedicated team applies decades of experience to customize each client's portfolio, providing strength and confidence in their financial journey.
On a personal note, I have also hosted an ESPN radio NASCAR pre-race show, channeling my passion for all things racing.
Hague Wealth Management - Your Partner in Building Confidence and Protecting Portfolios.
Confident and Successful Retirements
Strength, Stability, and Predictability
Longevity, Safety, and Growth