What is Direct Investing?

Your life is busy. Finding time to spend on managing your finances isn’t always at the top of your priority list when you’re juggling work, family, friends and more. That’s where HHWM Direct comes in. Our direct investing platform provides an easy, tax-efficient and low-cost way to mange all your assets in one place.

Retirement nest egg calculator

Do you know how much it takes to create a secure retirement? Use this calculator to help determine what size your retirement nest egg should be.

How do I start investing with HHWM Direct?

Getting started with HHWM Direct is simple and can be done from the comfort of your couch! Just fill out the form below. After you click create my account you will be redirected to the investment platform on Charles Schwab.

Next, we will take you through a series of questions to learn more about your investment style to determine a customized approach to investing your account. The whole process takes just a few minutes and you will not be charged until you are invested. Once you’ve completed your setup, you will be ready to start investing by the next business day.

For a look at the complete direct investing process

If you have questions don’t hesitate to contact us.

What makes HHWM Direct different from other online investing platforms?

HHWM Direct offers you the personal touch of real advisors who custom create model portfolios and provide financial expertise – when you want it. You may want to meet the team that manages your accounts, or you may be fine communicating over email. HHWM Direct is designed to suit your investing needs based on your situation.

Virtually every other platform out there has a generic asset allocation picked by machines. You don’t want the same stale investment choices as everyone else. HHWM Direct differs in that we’re not machine driven. Our advsiors and outside investment council take time to research market data and optimize a unique mix of investments for our portfolio models.

Want to learn more about our portfolio models, returns and fees? 

Low fees

You’ll keep more money in your pocket with our low fees: no trading costs, no transfer fees, no rebalance charges. All of these items are inclusive to the program pricing. 

Direct Services

Whether you’re dealing with major life transitions, or you want to get started investing, our advisors offer customized guidance and services to help you stay on track.

Invest your money on your terms with HHWM Direct

Ready to get started? Build and manage your wealth in just a few clicks.

Personalized Advice

HHWM Direct lets you invest your money on your terms so you can make your financial dreams a reality. But if you want help along the way or have questions about how best to plan for your future, our advisors are always available. Feel free to contact us any time.