Hale & Doerr Wealth Management LLC

Overview

Hale & Doerr Wealth Management LLC is an independent, owner-operated registered investment adviser organized as an LLC. The firm focuses on individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its compensation model combines a percentage-of-assets-under-management fee with the option for hourly charges. The adviser reports no active ESG investing program and does not identify as a multi-state or pension consultant adviser. Industry relationships include working with accountants and an insurance company.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices