Our Clients


Private Clients

At Hyde Park Wealth Management, your financial team does more than help plan for the future. We help you plan for your future.

We’ve long been a trusted advisor to private investors and families. We believe investing is a service. Not a product. It starts with your needs, changes to fit your life, and adapts to market conditions.

Whether you’re building a vacation home, preparing for retirement, or planning a lasting legacy, we make sure we understand who you are and what you want from your future. Only then do we shape your personalized portfolio to help you reach your goals.

Hyde Park Wealth Management helps you:

  • Take control of your financial future
  • Align your investments and estate plan with your goals
  • Position your portfolio for a variety of market conditions
  • Plan for retirement
  • Optimize investments for tax efficiency
  • Respond to changes in your life and in the market
  • Access the right team and financial tools to reach your goals

Experience and Expertise
Before we invest your money, we invest in you. Our team listens to your needs. Then, we leverage our deep experience in markets to balance your risk tolerances, return expectations, and tax situations.

Personalization
Our team of seasoned investment professionals will create an investment strategy that is truly fitted to your needs and your goals, not pulled from a shelf of prepackaged portfolio solutions.

Discipline
Active and strategic portfolio management is at the heart of our investment approach. Our team endeavors to ensure that your investments are aligned with your goals and responsive to changes in the market.

Time and Cost Efficiency
Our team is focused on the investments that will shape your tomorrows, so you can focus on those things that matter today. Our experience, expertise, and scale permit us to provide market-competitive pricing. Enables us to avoid layers of fees and other conflicts of interest.

Objectivity
As an independent investment advisor, we are committed to serving your goals. We align your investments with your interests. Our sole objective is your peace of mind.


Corporate Retirement Clients

The retirement plan landscape has evolved. Employer-sponsored retirement plans, and the 401(k) specifically, have become the primary source of retirement savings in America. The growing importance of these plans has created a heightened level of complexity and scrutiny not seen since the passage of ERISA.

While managing these plans need not be an over-whelming task, most plan sponsors require expert counsel in the plan’s ongoing management. We can help.

Hyde Park Wealth Management is dedicated to helping plan sponsors navigate this changing landscape. As an independent firm, we are committed to helping clients:

  • Manage and reduce the risks associated with plan sponsorship
  • Improve plan performance through improved investment structure and performance, streamlined administration, optimal plan design, and up-to-date analysis of the changing regulatory and industry environment
  • Control all components of total plan costs and maximize the overall relationship with your plan service providers
  • Help participants prepare for retirement