Experience a Unique Approach to Financial Planning
We pride ourselves on the relationships we build with our clients and the peace of mind we provide.
Client-First Philosophy
We stand apart from Big Box Firms
Financial Partners for Life
No Cookie Cutter Portfolios
Fiduciaries Working for You
Tailored Financial Plans
Our mission is to help our clients add financial clarity to their lives.
Strategy
A clear path to reach your growth and income objectives.
Consistency
Growth potential for your portfolio with lower market risk.
Planning
An easy to understand retirement plan.
Our Founder
Russell F. Hackmann, CFA, is the president of Hackmann Wealth Partners. Russell has over 25 years’ experience advising individuals and institutions on wealth and risk management.
“Hackmann Wealth Partners is made up of a team of professionals that all work together to meet the needs of each of our clients.”
We are on
Your Financial Plan Should Tackle the Big 6 Retirement Risks
1. Market Risk
We diversify your portfolio to manage risk and implement strategies to protect against significant market downturns.
2. Risk of Outliving Your Money
We create a tailored financial plan to ensure your savings last through retirement, providing sustainable income strategies.
3. Tax Risk
We offer tax-efficient investment strategies and planning to minimize your tax liabilities in retirement.
4. Inflation
We incorporate inflation-protected investments and strategies to help preserve your purchasing power.
5. Underperformance and Hidden Fee Risk
A good second opinion can often reveal 1–2% in fee and performance improvements. We ensure transparency and choose investments in your best interest.
6. Long Term Care Risk
Our financial plans address the potential for significant long term care expenses in retirement.
In the Press
Watch Russell Hackmann TV Interviews.
Read articles where the Hackmann Wealth Partners team is quoted
Listen to The Wall Street Sweeper with Russell Hackmann
The Wall Street Sweeper with Russell Hackmann
Russell Hackmann and the team at the Wall Street Sweeper bring everything you need to know about retirement and income planning in a fast paced format. Each week, we reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
How it works
A complementary consultation and 2nd opinion with Hackmann Wealth Partners provides you with:
Portfolio X-Ray
Get a detailed analysis highlighting the fees and performance of your current investments.
Complementary Financial Plan
Receive a personalized plan addressing "The Big 6 Retirement Risks," aimed at lowering risk, increasing cash flow, and achieving your goals.
Tax Liability Estimate
Understand your future tax obligations to the IRS and state government on your retirement savings.
Estate Planning Review
Identify and address any gaps in your estate planning to ensure comprehensive protection.
Comparison Table
| “Big Box” Firm | Phone-Based Discount Firm | Hackmann Wealth Partners | |
|---|---|---|---|
| Cookie-Cutter Portfolio Allocation | YES | YES | NO |
| Individualized Objectives-Based Plan With Conservative Forecasting to Meet Your Objectives | NO | NO | NO |
| Plans Address the Largest Financial Risks in Retirement - the Big 6 Retirement Risks | NO | NO | YES |
| Conflicts of Interest with Mutual Funds | YES | SOMETIMES | NO |
| Hidden Layers of Fees | YES | SOMETIMES | NO |
| Use of Volatile Bond Funds as "Safe" Asset | YES | YES | NO |
| Innovative Use of Principal Protected Growth Strategies instead of Bonds | NO | NO | YES |
| Long Term Personal Relationship | SOMETIMES | NO | YES |
| Planning team available 7 days per week | NO | NO | YES |
| Tax Planning to Reduce Taxes on Your IRA, 401k, 403b, TSP, etc. | NO | NO | YES |
Disclaimer: The comparison table is intended to show the possible differences of services and fees associated with different types of financial firms. The descriptions may not apply to all financial service firms. Investors should carefully evaluate their options and consider seeking professional advice to determine the most suitable service for their financial situation.
Schedule Your FREE Evaluation and 2nd Opinion
Take the first step towards financial security and peace of mind by scheduling your free evaluation with our expert advisors.
Office Locations
Boston, MA
75 Arlington Street
Boston, MA 02116
Waltham, MA
303 Wyman St.
Waltham, MA 02451
Wakefield, MA
301 Edgewater Place
Wakefield, MA 01880
Hingham, MA
99 Derby Street
Hingham, MA 02043
Or Call 617-397-4181 if you have more than $750k of Retirement Savings
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Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and HWP Inc, DBA Hackmann Wealth Partners, are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Information provided is not intended as tax or legal advice, and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.
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