Hampton Wealth Management

Hampton Wealth Management

Hampton Wealth Management was founded in 2009 by Michael Lynn in Cranberry Township, Pennsylvania, after his tenure running Schwab's Private Client Group. The firm operates as a fiduciary multi-family office for clients across the United States, with a practice that combines financial planning, investment management, tax preparation, and insurance analysis. Lynn describes the firm's approach as bringing endowment-style portfolio construction to individuals, explicitly integrating alternative strategies such as factor-based investing, psychometric risk profiling, and custom stress testing. The firm's investment process applies institutional-style portfolio stress tests to individual assets, including liquid securities, 401(k)s, privately owned businesses, real estate holdings, and executive stock options. Its alternative-investment lens spans private equity, real assets, and hedge-fund-like strategies. No specific portfolio companies or co-investors are named in public materials. While Hampton Wealth Management is based in Western Pennsylvania, its registered representatives are licensed to serve clients in at least 12 states, including California, Florida, Massachusetts, and New Jersey, indicating a national client reach. Hampton Wealth Management operates through the broker-dealer and RIA platforms of Cambridge Investment Research, with Michael Lynn as the sole named principal. The firm publishes consumer-facing content on topics such as alternative investments, psychometrics, and risk profiling through Hampton Magazine and local publications, where Lynn has been recognized as a Five Star Wealth Manager. No dated operational event from the last 24 months is publicly verifiable. Lynn's personal investment philosophy — shaped by a self-described "Warrior's Way" ethos and cross-training in martial arts, edged weapons, and tactical firearms — explicitly ties physical and financial security together, a positioning rarely articulated by conventional wealth managers. This integration of personal-defense disciplines with portfolio construction frames the firm's distinct, albeit unconventional, relationship-driven advisory model.