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Who We Serve

We specialize in working with mid to high net worth individuals and families who are looking for a clear, customized plan to manage and preserve their wealth. Our clients often include:

  • Professionals and executives preparing for retirement
  • Business owners with complex financial needs
  • Multi-generational families seeking wealth transfer strategies
  • Individuals looking for a proactive, fiduciary advisor

Whether you're building wealth, approaching retirement, or focused on legacy planning, our team is here to help you navigate every stage of your financial life.

What Sets Us Apart

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Independent and Objective

As an independent firm, we are free from corporate influence—allowing us to offer advice and solutions based solely on your best interests.

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Fiduciary Commitment

When providing Advisory Services, we act as fiduciaries for our clients, meaning we are legally and ethically bound to prioritize your goals and well-being above all else.

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Deep Roots, Modern Tools

While our firm was founded in 1883, we blend our time-tested values with innovative technology to provide a seamless, modern client experience.

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Comprehensive, Customized Approach

We don’t believe in one-size-fits-all planning. Every strategy we develop is tailored to your specific goals, risk tolerance, and family dynamics.

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Our Services Include

Investment Planning & Portfolio Management

Comprehensive Financial Planning

Retirement Income Strategies

Tax-Efficient Wealth Management

Estate & Legacy Planning

Business & Executive Financial Consulting

Meet Your Advisory Team

Our team is made up of experienced, credentialed professionals who bring decades of insight to every client relationship. With designations such as CFP®, ChFC®, and other advanced certifications, we’re committed to professional excellence—and to being your most trusted financial partner.

Meet Our Advisor Team

Our Legacy

At Hazlett, Burt & Watson, we don’t just manage portfolios—we build lasting relationships. We understand that wealth is not just about numbers; it’s about security, freedom, and the ability to make meaningful choices.

  • TODAY

    Hazlett, Burt & Watson, Inc. continues its success as one of the oldest securities firms in the nation. The firm is a member of the Financial Industry Regulatory Authority (FINRA), the Securities Investor Protection Corporation (SIPC), and the Securities Industry and Financial Markets Association (SIFMA). The firm maintains its corporate headquarters in Wheeling, West Virginia, along with affiliated trust company, Security National Trust Company. The companies have branches in Huntington and Vienna, West Virginia; Barnesville, Ohio and Lancaster, Pennsylvania.

  • 2003

    On August 12, 2003, executives of Hazlett, Burt & Watson, Inc. were accorded the honor of ringing the closing bell at the New York Stock Exchange (NYSE) along with Dick Grasso, Chairman and CEO/NYSE, and Catherine Kinney, President and Co-chair/NYSE.

  • 2000

    Hazlett, Burt & Watson, Inc. converted to a holding company structure (HB&W Inc.) in order to establish Security National Trust Company, a Federally Chartered Independent Trust Company.

  • 1973

    Upon the death of D.A. Burt, Jr., the firm was purchased by George S. Weaver, Jr., Stuart F. Bloch, John C. Watson, and other employees. The firm remains employee-owned to this day.

  • 1923

    Hazlett & Burt purchased a seat on the New York Stock Exchange and were early promoters of investing in blue chip stocks.

  • The Beginning

    In 1883, the forerunner of Hazlett Burt & Watson, Inc. opened for business under the name of Hazlett, Wheat & Hayes.

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Let’s Build Your Financial Future Together

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