At The Hollman, McSweeny, Albert & Byrnes Group, we bring decades of knowledge and know-how to an impressive clientele that, quite often, comes to us requiring a seasoned approach to managing and optimizing their wealth.

Our highly-credentialed, multi-generational team continues to attract an ambitious and growing number of high-networth families – up to three, four and five generations in California and more than 15 other states. They include successful women and men who’ve built and sold their enterprises, current owners of small and midsized businesses, physicians and executives in the media and defense industries (many with concentrated stock positions).

While distinct in their talents and visions, a typical client requires a cohesive financial strategy that connects the dots in their lives with those in their financial picture. On their behalf, we construct fully customized strategies that most often span retirement, investment and legacy planning, as well as liability management.

To align our tax minimization and estate planning strategies with those of clients’ attorneys and CPAs, we can coordinate and communicate, so that optimal results can be achieved. We also work extensively with Bank of America, N.A. to provide clients with access to residential lending and refinancing, education and securities-based lending.

Ultimately, we believe that clients deserve the full acumen and attention of an established and stable wealth management team – one like ours that is fully committed to optimizing the quality of their lifestyles and legacies. We hope you allow us to serve you.

Visit www.fa.ml.com/hmab-group to learn more.