- Firm: Haddon Wealth Management, LLC
- Job Title: Managing Partner
- Certifications: CFP
Greg delivers advice to his clients on various financial matters; in particular, he provides investment management and comprehensive financial and estate planning on a fee-only (no commission) advisory basis. The planning element often includes: a combined investment and retirement plan along with a year-by-year cash flow analysis, tax-minimization estate planning, social security decision analysis, education planning, and much more.
A native of Southern New Jersey, Greg began his financial advisory career in 1991 when he started as an advisor at CIGNA Financial Advisors, in which he worked with high-net worth individuals, primarily owners of small businesses, in the development of their financial planning, estate planning, business succession planning, and investment management. While Greg received excellent training in various financial disciplines, representing an insurance company created a frustration as the answer to most all problems was an insurance policy!
In 1995, and for almost the next 20 years, Greg worked for major asset and wealth management firms, working for First Union (now Wells Fargo), BNY Mellon, and PNC Wealth Management, where—for the past seven years—he was a vice president and senior investment advisor. It was through these years that Greg advised clients with net worths of $1,000,000 to over $100,000,000 on an overall wealth management basis. During this time he gained invaluable experience, especially in investment management by managing large sums of money in various investment vehicles including individual stocks, bonds, mutual funds, ETFs, as well as alternative assets such as hedge funds and managed futures. On occasion, options were used to provide additional income or provide a strategic plan around a specific asset.
Meanwhile, Greg developed a keen sense of managing assets in a tax efficient way, whether that meant minimizing income taxes, avoiding capital gains tax, or setting up an estate plan to help clients avoid paying unnecessary taxes. Throughout his career, Greg has worked through and developed high-end estate planning, retirement planning, and trust management—at times acting as both a trust administrator and a trust investment officer. In 2003, Greg earned his Certified Financial Planner™ (CFP) designation.
As the years went on, however, Greg became frustrated with the big firms fractured method of delivering advice to clients and the ever-increasing fees that went along with it. Clients began sharing the same frustration. In the past few years, Greg began to formulate his vision of starting a private wealth advisory firm, and in 2015, Haddon Wealth Management, LLC was born.
Disclaimer: Haddon Wealth Management, LLC is a registered investment advisor. Please visit our website www.haddonwealthmgt.com for additional disclosures regarding our business practices.
Greg received his BS in business administration from West Virginia University.
Quote from Gregory Hart
“Gregory M. Hart, CFP® is the founder and managing director of Haddon Wealth Management, LLC, a registered investment advisory firm that provides comprehensive wealth management for clients nationwide.”