HA&W Wealth Management

Tax strategy and entity structure inform portfolio decisions from the start. The firm monitors clients' full financial pictures — operating businesses, trusts, and personal holdings — and models multi-year tax projections before executing investment changes. Concentrated stock positions, a common consequence of liquidity events in the Southeast, receive particular attention through hedging, diversification programs, and charitable structuring.

The firm provides discretionary portfolio management as a registered investment adviser, building and rebalancing portfolios across separately managed accounts. Client mandates typically blend public equities, fixed income, and private fund allocations, with the investment committee overseeing manager selection and direct indexing overlays.

The firm's core clientele includes founders of privately held businesses, corporate executives with concentrated equity exposure, and multi-generational families based in Georgia and the broader Southeast. Many relationships originate through the affiliated accounting practice, which advises operating companies on tax, audit, and transactional matters.

HA&W Wealth Management sources private fund commitments through established relationships with general partners in private equity, private credit, and real estate, leaning on its professional network across Atlanta's legal and banking communities. The firm evaluates direct co-investment opportunities on a deal-by-deal basis, often introduced by existing fund managers.

HA&W Wealth Management functions as a distinct registered entity but remains closely integrated with the accounting practice for client service and new business development. Advisors coordinate with CPAs on tax preparation, estate planning, and business advisory, which enables a unified view of each family's financial life without requiring external coordination.