Vision, Integrity and Trust
Privately owned and independent, Hazlett, Burt & Watson has the freedom to focus on you and your family, rather than fitting you into some inflexible large-firm template. Whether your need is expert investment management, tax-savvy income generation for monthly income, or planning for your retirement or your child’s college tuition, Hazlett’s experienced team makes the difference for you and your loved ones.
Our work begins with a conversation. At Hazlett, we know that to empower clients, we first need to listen. We then bring to bear diverse resources. Research and analytical tools help, but it is the insights, experience, and good judgement of our people that gets you where you want to be.
Wealth Transfer Planning