HALE & DOERR WEALTH MANAGEMENT LLC

Overview

Hale & Doerr Wealth Management LLC is an independent registered investment adviser operating as a limited liability company and owned by individuals. The firm primarily serves individual and family clients and offers financial planning and portfolio management for individuals and small businesses. Its fee model blends a percentage of assets under management with hourly charges. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and is not structured as a capital allocator or pension consultant. Industry relationships include connections with an accountant and an insurance company, which appear to support its planning and insurance/annuity offerings.

Assets & Accounts

Public Holdings

Investments & Alternatives