HA&W Wealth Management

HA&W Wealth Management

HA&W Wealth Management functions as a multi-family office anchored in Atlanta, emerging from the accounting and advisory ecosystem of HA&W — a regional CPA firm with decades of presence in the Southeast. The wealth management practice carries the professional-services ethos of its accounting roots forward, combining tax strategy, estate planning, and investment management under a single advisory umbrella. This integration is the defining architecture of the firm: families enter through tax complexity and stay through investment continuity. The investment strategy rests on a goals-based allocation framework rather than a single house view. Clients receive portfolios built from public equities, fixed income, and a curated roster of third-party private alternative funds — including private equity, private credit, and real assets. The firm does not market itself as a direct deal sponsor, instead acting as an allocator and fiduciary gatekeeper to external managers. Its Southeastern base gives it a natural concentration in family-held operating businesses, regional real estate, and intergenerational wealth transitions typical of the Atlanta, Charlotte, and Nashville corridors. The firm's scale is undisclosed. No public AUM figure exists, and the professional headcount is not published. HA&W Wealth Management operates without satellite offices outside Atlanta, reinforcing a deliberate high-touch model rather than a national growth strategy. The absence of a LinkedIn company page and a minimalist web presence suggests a practice that grows through professional referral networks — attorneys, CPAs, and business brokers — rather than institutional marketing. Structurally, the firm sits at the intersection of a CPA practice and a registered investment advisor. That dual identity is unusual: most multi-family offices originate from either the trust-bank world or the wirehouse breakaway movement, not from an accounting firm partnership. For the Southeastern business-owner client, this means the advisor who helps structure the sale of a company can also advise on the investment of the proceeds — a continuity of counsel that standalone RIAs often must outsource.