Are financial planning & investment management the same thing? Not quite. While the two terms are closely linked, they refer to separate processes. But one thing’s for sure — you shouldn’t have one without the other. Learn more: https://hubs.ly/Q02GPvdp0
Team Hewins
Financial Services
Redwood City, California 635 followers
Your guide to financial wellbeing.
About us
At Team Hewins, your financial wellbeing comes first. As fee-only financial advisors, we work side by side with you to ease the process of financial planning. Our Smart Life Planning Process serves as the foundation to our integrated and personalized approach to financial planning and investing. We look at the “big picture” elements of your financial life, while getting to know you and your goals along the way. From there, we lead coordinated financial teams that free up your time and emotional bandwidth. Our advisors take a proactive role in reaching out to you and your existing support teams, such as CPAs and attorneys. We focus on your goals, and we work with you to help you realize them. So whatever direction you choose for your financial future, aim high—we’ll help you get there.
- Website
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http://www.teamhewins.com
External link for Team Hewins
- Industry
- Financial Services
- Company size
- 11-50 employees
- Headquarters
- Redwood City, California
- Type
- Partnership
- Founded
- 2018
- Specialties
- Financial Planning, Investment Management, Financial Services, Family Office, and Business Planning
Locations
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Primary
203 Redwood Shores Pkwy
Suite 550
Redwood City, California 94065, US
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4400 Biscayne Blvd
Suite 514
Miami, Florida 33137, US
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2255 Glades Rd
Suite 210E
Boca Raton, Florida 33431, US
Employees at Team Hewins
Updates
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Today, we recognize Christine Armstrong, who is celebrating her 1st anniversary with Team Hewins! 🎉 Christine is a constant learner who thrives on helping clients and takes pride in making them comfortable with the process. Her positive attitude and willingness to tackle challenges with a smile make her invaluable to our team. We appreciate your commitment, hard work, and determination to accomplish great things. Our team is so lucky to have you! #TeamHewins #WorkAnniversary
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The benefits of a revocable living trust may not always be clear, but when it comes to #EstatePlanning for young adults with children, this document can be a game-changer. Let's dive in and explore why it's worth considering. A revocable living trust document offers an extra layer of protection and privacy for your #family, without the need for court involvement. It's particularly beneficial for those who find themselves in the following situations: 1️⃣ You have significant assets in your name. A revocable living trust allows you to manage and distribute these assets efficiently, avoiding potential complications. 2️⃣ You have special needs beneficiaries. By establishing a revocable living trust, you can provide for their unique requirements while safeguarding their eligibility for essential government benefits. 3️⃣ You own properties in multiple jurisdictions. A revocable living trust simplifies the management and distribution of your properties across different states or even countries. 4️⃣ You want control over distribution terms and timing for beneficiaries. With a revocable living trust, you can specify when and how your beneficiaries will receive their inheritances, ensuring responsible handling of their assets. 5️⃣ You have children from a previous relationship. A revocable living trust helps you balance the needs of your current spouse and children from previous relationships, ensuring fair and considerate distribution of your assets. 6️⃣ You wish to limit a beneficiary's access to inherited assets. If you have concerns about spending habits, creditors, or the level of responsibility, a revocable living trust allows you to establish provisions to protect and manage the assets for their long-term benefit. 7️⃣ You may be subject to the estate tax. A revocable living trust can offer #TaxPlanning opportunities to minimize estate tax liabilities, preserving more for your loved ones. By considering a revocable living trust document, you can secure your family's future and have peace of mind knowing that your assets will be distributed according to your intentions. Seek professional guidance to determine the best approach for your unique circumstances. #FinancialPlanning #FinancialWellbeing #ClientsFirst #HolisticFinancialPlanning #TaxEfficiency #WealthPlanning
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Buckle up! The #market might be experiencing a turning point. Small caps and value stocks are surging on positive inflation news, while the tech giants, like the Magnificent Seven, are taking a breather. This could be the start of a broader stock market rally, but only time will tell. In our most recent blog, our principal and founder, Roger Hewins, discusses what the big changes in the equity markets can mean for your portfolio. Read more here: https://hubs.ly/Q02GYKfS0 #Business #StockMarket #Investing #Finance
Big Changes in the Equity Markets | Team Hewins
https://teamhewins.com
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Please join us in welcoming Hoyt Drynan to #TeamHewins as our newest Associate Advisor! Our commitment to exceptional hospitality just got stronger! Hoyt's dedication to outstanding service means you can expect an even higher level of support. Our team is thrilled to have him as a member and look forward to seeing him contribute to the exceptional service we provide to our clients. Welcome aboard, Hoyt! #WelcomeToTheTeam #MeetOurTeam #ClientsFirst #FinancialPlanning #FinancialWellbeing
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The second quarter delivered mixed results for investors. While the S&P 500 climbed to new records propelled by big tech stocks, other equities saw a decline. This is why diversification is key– just look at Taiwan's AI boom! The recent surge in AI-related stocks within the Taiwanese market drove strong emerging market returns, highlighting how returns often come from surprising places. Read our second quarter market summary to learn more: https://bit.ly/3LhGdco #TeamHewins #Investing #Economy #MarketOverview
Second Quarter 2024 Market Overview | Team Hewins
https://teamhewins.com
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Please join us in welcoming Deborah Peri to #TeamHewins as our newest lead financial advisor! Debbie brings an impressive 20 years of investment and wealth management experience. It is our pleasure to welcome her to the team and we look forward to her contributions to our clients' success. #WelcomeToTheTeam #MeetOurTeam #FinancialPlanning #FinancialWellbeing #ClientsFirst
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Our CERTIFIED FINANCIAL PLANNER™ professionals work closely with our clients’ tax advisors — but why is this so important? In brief, financial decisions affect #taxes (and vice versa). Here’s a pro tip to make the most out of your financial advisor relationship: #FinancialPlanning #FinancialWellbeing #HolisticFinancialPlanning #ClientsFirst #TaxEfficiency #WealthPlanning
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Please join us in celebrating Clari Nolet! She is one of AdvisorHub’s 2024 Top 200 Advisors to Watch. Clari is passionate about assisting women in transition and helps her clients visualize the future impact of decisions so they can move forward with confidence. Congratulations on this accomplishment! View Clari’s full profile here: https://hubs.ly/Q02DYLFj0 See the full list of Advisors To Watch here https://hubs.ly/Q02DYYmz0. Published June 2024. Neither the Firm nor its representatives paid a fee to participate in the survey.
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