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HA&W Wealth Management
HA&W Wealth Management is an Atlanta-based multi-family office with CPA roots, serving Southeastern families through integrated tax and investment counsel.
HA&W Wealth Management
HA&W Wealth Management traces its identity to the Atlanta-based accounting firm HA&W, a legacy practice that served closely held businesses and their owners for decades before the wealth management unit emerged as a distinct offering. The firm targets entrepreneurs, corporate executives, and multi-generational families, with a natural concentration in Georgia and the broader Sunbelt. Its accounting heritage shapes a service model where tax efficiency and entity structuring often precede asset allocation decisions. The investment approach integrates public markets, private fund commitments, and direct indexing, with particular attention to managing concentrated equity positions — a recurring need among founders and former public-company executives in the region. The firm constructs bespoke portfolios that ladder municipal bonds, allocate to private credit and real estate, and use tax-loss harvesting across separately managed accounts. Geography influences the pipeline: relationships with Atlanta's legal, banking, and business communities drive the majority of new client engagements, supplemented by referrals from affiliated accounting professionals. HA&W Wealth Management operates as a boutique practice within a broader accounting ecosystem, a structure that provides both a steady flow of prospective clients and a natural limit on scale. The team includes CPAs, CFPs, and CFA charterholders who coordinate across tax preparation, trust administration, and investment oversight. The firm's size and partnership model emphasize continuity, with senior advisors typically managing a small number of deeply serviced relationships rather than large books of transactional accounts. The firm's structural differentiator is its integration with an active accounting practice — a model that embeds investment decisions within a framework of ongoing tax compliance and business advisory work. This architecture gives HA&W visibility into the full balance sheet of a client, including operating businesses, real estate holdings, and family partnerships, which in turn allows the wealth management team to model multi-year tax scenarios before any investment change is executed.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Atlanta
Corporate office
Atlanta, GA, United States
Frequently asked questions
How does HA&W Wealth Management's accounting heritage shape its investment approach?
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.
Does HA&W Wealth Management manage assets on a discretionary basis?
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.
What types of clients does HA&W Wealth Management primarily serve?
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.
How does the firm source private investment opportunities?
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.
Does HA&W Wealth Management operate independently from the accounting firm?
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.
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