“Our planning approach is dedicated to helping you get the guidance and knowledge you need to accomplish your goals.”
— Hardy Winburn
Hardy Winburn and Winburn Wealth Management looks to set themselves apart from other financial advisors.
Their vision goes far beyond investable assets. This vision focuses not only on their clients’ financial success, but also on wealth preseravation and the financial success of their clients’ children and subsequent generations.
The Winburn Wealth Management team works closely with you to create a fully integrated plan for managing your wealth. We will help you explore opportunities to grow and protect what you have built over time and prepare for any potential obstacle.
Backed by the extensive resources of UBS, we are able to offer comprehensive wealth management focused entirely on you, your family and your business.
Hardy Winburn has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Barron's Top 1,200 Financial Advisors 2016. Ranked #1 in Arkansas
- Barron's Top 1,200 Financial Advisors 2014, 2015, 2017, 2018, 2019, 2020
- Barron's Top 1,000 Financial Advisors 2009
- Financial Times Top 400 Financial Advisors 2016
Connecting all aspects of your financial life
Using our integrated wealth management planning approach, we seek to understand your individual needs and make sure that your financial decisions reflect both short-term and long-term goals. Our focus is to help you and your family address the specific issues surrounding personal and business success.
Understanding your needs
Our planning process begins with a series of meaningful conversations focused on understanding your personal and professional financial goals. We then work with you to establish a comprehensive financial plan that prioritizes those goals. Whether you are looking to grow, preserve or transfer wealth, we match the right strategy and solution to your unique situation.
With a specialty in retirement planning, our team can work with you to identify your income goals and review your assets. We will help you understand influences such as risk and investment time horizon, evaluate your current asset allocation and develop a new customized asset allocation, if necessary, to better meet your needs.
Wealth protection and transfer
Whether you are developing a business succession strategy, planning your estate or building your legacy, our team can work with you and your tax and legal advisors to develop tax-advantaged solutions so that the people and causes that are important to you receive the greatest benefit. In addition, our business clients trust our experience when assessing their succession goals and laying the groundwork to prepare for future liquidity events.
Empowering informed financial decisions
Our team provides customized investment strategies tailored to your needs. With direct access to the global resources of UBS, we offer timely perspectives, customized investment management and a fully integrated suite of financial solutions. Because we have had much experience positioning our clients to seize the opportunities of an unpredictable market, we offer the insights needed to make informed financial decisions.
Personalized portfolio management
With a focus on customized solutions, our team provides a variety of strategies that enable us to build custom portfolios. We work with you to select from a broad array of investments that help match your objectives and risk preferences. Ongoing monitoring and review of your portfolio helps us track your investments against your personal benchmark.
Prudent asset allocation
Through our comprehensive due diligence and planning process, we determine your family’s goals, growth and income needs, and tolerance for risk. This allows us to craft an asset allocation that supports your financial plan and seeks to lower volatility while maintaining an opportunistic eye toward investments and changes in the market.
Corporate retirement plans
With expertise in the administration of comprehensive corporate retirement planning and our depth of wealth management experience, we help executives and employees get the most from their company's retirement plans. Companies and retirement plan administrators can benefit from fast, easy administration, enhanced data management control, robust reporting and cost efficiencies.
A boutique practice within a global powerhouse
By offering exceptional, high-touch service, our goal is to simplify your financial life with a clear and consistent approach to managing your wealth. We bring together the boutique services of a dedicated team with the global resources of one of the world's largest wealth management firms.
Customized client service
Our entire team is highly accessible, offering consistent communication, personal touch points and ongoing reviews. Responsive and attentive, we provide a flexible communication plan specific to your needs and schedule. For those families who have accumulated considerable wealth and require an institutional approach to their complex needs, we offer a cost-effective alternative to starting your own family office.
Multigenerational strategies for your family's wealth
We understand the connections between wealth and family and we’re committed to having a multigenerational impact on your life. We are positioned to address your family’s needs, ranging from growth strategies to wealth transfer and preservation, to philanthropic pursuits. We cover your entire financial world; if people and causes are important to you, they are important to us.
Bringing together the best resources
We are trusted by our clients to work directly with their accountants and estate attorneys, whether we’re helping with tax planning or advising them on the most prudent strategies for building a legacy. By working closely with your trusted advisors as well as our network of financial experts, we can incorporate all perspectives into one integrated approach.
An integrated suite of services
Financial planning and investment management
We understand the challenges you face throughout life's important personal and professional milestones. Your financial life encompasses much more than your investments. It includes your goals for the future and how you want to live right now.
Insurance consulting and review
Accessing the deep resources of UBS, our team is strongly positioned to address the realities of today's economy and meet the wide range of your sophisticated needs. We call this approach Advice. Beyond investing.
Trust and estate planning strategies
We have the experience and the network to address the complexities of your advanced planning needs. We may be able to help with protecting your assets or business ownership from creditors, reducing estate tax exposure through the use of lifetime gift tax exclusions, transitioning wealth to future generations or pursuing philanthropic endeavors.
We’ll work with you and family members to provide education on philanthropy and participation strategies for the next generation. Our advice addresses your philanthropic mission statement as well as assessments of your current charitable goals, contributions and associations.