PH & Associates
PH & Associates’ goal is to devise a wealth management strategy with you, for you. Wealth management is more than returns—it’s about who you are and what you prioritize.
Our knowledge, acquired through years of experience and education, can guide you through life’s various transitions and all types of market scenarios. Our practice is multi-generational, capable of relating to you and managing your wealth no matter where you are in life.
“We want to show you how we can align an investment management strategy that holds you accountable to the financial life that you want to live,” according to Steven Hanwacker, Senior Financial Advisor.
“We will put the time in to become a trusted voice of reason that you can lean on for the long term.”
PH & Associates' goal is to devise a wealth management strategy with you, for you. Wealth management is more than returns—it's about who you are and what you prioritize.
Our knowledge, acquired through years of experience and education, can guide you through life's various transitions and all types of market scenarios. Our practice is multi-generational, capable of relating to you and managing your wealth no matter where you are in life.
"We want to show you how we can align an investment management strategy that holds you accountable to the financial life that you want to live," according to Steven Hanwacker, Senior Financial Advisor.
"We will put the time in to become a trusted voice of reason that you can lean on for the long term."
CFP®, CPFA™, CRPC™, SE-AWMA™
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
