Wealth, managed with discipline.
Hargrove Wealth Partners builds concentrated, long-term investment strategies for professionals and business owners who don't have time to manage it themselves.
Three areas of practice.
Wealth management
Concentrated portfolios built around your actual risk tolerance, not a model template.
For growthRetirement planning
A clear, funded plan for when you stop working — tested against real market downturns.
For incomeTax & estate strategy
Structuring accounts, trusts, and transfers so more of what you've built stays in the family.
For legacyHow a typical portfolio is built.
From first call to managed portfolio.
Discovery call
A direct conversation about where your money sits today and what you actually want it to do.
Plan & proposal
A written strategy and fee proposal — no product sales pitch attached.
Onboarding
Accounts opened and funded, portfolio built to the agreed strategy.
Ongoing management
Quarterly reviews and direct access — not a once-a-year check-in.
"The first advisor who gave me a straight answer about fees before I asked twice."
Client — Vancouver, BC