Hamilton L. Norwich

CFP®, JD

LinkedIn Website Curious Financial Counsel

Virtual, PO Box 651122, Sterling, VA 20165-1122

Languages: English

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

The Clients I Serve

LGBTQ+, Pre-Retiree, Single Parent

Major Milestones I Specialize In

Career Changes or Job Loss, Divorce Planning, Sudden Wealth or Inheritance

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

As both an estate and tax planning attorney* and a financial planner, clients engage me on an hourly basis to provide customized professional advice. I specialize in working with individuals and families who don't "fit the mold" and want highly personalized guidance on an as-needed basis while still maintaining control over their investments. Each engagement is as unique as you are! * Legal services offered separately through the law firm of Hughes & Leighton PLLC.

Disclosures

I do not currently have active securities or investment registration, but you can check my clean record from when I did at BrokerCheck, CRD 6103280.

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.