Experienced Guidance for prosperity and happiness
Access Mary’s insightful four-video series for expert guidance on how to talk about money with your loved ones, overcome the emotions of investing, protect yourself and your wealth and gain control over your finances in a well-organized financial dojo. Mary will show you how to be prosperous and happy, free from financial anxiety.
Having an experienced investment manager can help simplify the complexities of your wealth, and it can also help simplify your life. Through a disciplined process and investment choices based on your goals, time frame and risk tolerance, we can help you identify many opportunities, to help make your life easier.
We can provide you with investment services and guidance that make the most sense for you and your family. The Mary Hagerman Group will be there to help you each step of the way as you pursue your personal financial goals.
Dynamic thinking makes a difference
We consider ourselves architects of your financial life, personally consulting with you prior to employing hand-selected strategies with the intent of meeting your financial goals. Best-fit investment ideas come from collaboration and truly knowing our clients, and that’s what we offer you.
Visionary strategists aligned with you
With something as important as wealth management, we believe having trusted counsel and tailored guidance is vital to success. We personally deliver knowledge in collaboration with your other selected counterparts that can elevate the management of your financial life.
Success belongs to a class of its own
There’s a difference between extraordinary and extra ordinary. We know you fall in the former category and understand how to serve the needs of those with distinction. Our experienced team plans to continue to propel you forward with sophistication and a well-crafted plan.
Impeccable attention to every detail
Attentive is an understatement. With our concierge-level client experience, we pay the utmost attention to you and your needs. We believe it’s this nuanced and proactive approach of handling every aspect of your financial life that sets us apart. Not to mention our steadfast commitment to excellence and dedication to quality.