Hollman, McSweeny, Albert & Byrnes Group

At The Hollman, McSweeny, Albert & Byrnes Group, we bring decades of knowledge and know-how to an impressive clientele that, quite often, comes to us requiring a seasoned approach to managing and optimizing their wealth.

Our highly-credentialed, multi-generational team continues to attract an ambitious and growing number of high-net-worth families – up to three, four and five generations in California and more than 15 other states. They include successful women and men who’ve built and sold their enterprises, current owners of small and mid-sized businesses, physicians and executives in the media and defense industries (many with concentrated stock positions).

While distinct in their talents and visions, a typical client requires a cohesive financial strategy that connects the dots in their lives with those in their financial picture. On their behalf, we construct fully customized strategies that most often span retirement, investment and legacy planning, as well as liability management.

Still, our primary focus is inter-generational wealth planning – helping clients preserve wealth for themselves and the people they love. Whenever possible, we meet with both spouses and entire families to appreciate and address their objectives. Additionally, our ages allow us to work easily with generations of families – a key advantage when talking with children and grandchildren about the responsibilities of inheriting and managing wealth.

As clients look forward to rewarding retirement lifestyles, we help them prepare for decisions they anticipate and those they don’t. Specifically, we advise on issues surrounding Social Security, long-term care, charitable trusts, tax-advantaged income strategies and the future costs of health care.

Whether a client’s finances demand a sophisticated approach or one that is straightforward, we customize their portfolio with holdings that span asset classes and sectors. In addition to stocks and bonds, we may introduce alternative investments including private equity and real estate. This allows clients to benefit from non-correlated assets that we deem attractive, affordable and likely to reduce volatility. For clients who want their values reflected in their portfolios, we also offer socially responsible and sustainable investing strategies.

To align our tax minimization and estate planning strategies with those of clients’ attorneys and CPAs, we can coordinate and communicate, so that optimal results can be achieved. We also work extensively with Bank of America, N.A. to provide clients with access to residential lending and refinancing, education and securities-based lending.

Ultimately, we believe that clients deserve the full acumen and attention of an established and stable wealth management team – one like ours that is fully committed to optimizing the quality of their lifestyles and legacies. We hope you allow us to serve you.

*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved. *Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.