Hamel Associates is a fee-based boutique wealth management firm located in Chatham, New Jersey, on the outskirts of New York City. We specialize in financial planning, investment management, and we offer tax planning to our clients.
With an excess of a quarter of a billion dollars in assets under management and a client base that spans the country and four continents, our goal is to deliver exceptional service and expert counsel to high net worth individuals and their families.
What sets us apart is that we get to know you before we devise comprehensive financial plans for you and your family. Some of our client relationships span multiple generations.
Our longstanding client-centered approach, loyalty, and goals for responsible investing are unparalleled in a crowded space and during uncertain economic times.
"I think one of the assets of being a boutique firm is that many of our clients’ needs are met under one roof and issues are resolved rapidly. We are completely devoted to providing thoughtful advice and services that differentiate us from larger firms that are far less personalized. I’m proud to say many of our clients have been with us since the day we opened our doors." - Pat Hamel
Pat Hamel founded Hamel Associates in 1990 with specific goals in mind: he wanted to build a firm that embodied responsible investing for all of its clients. He also wanted to build a team of experts who had professional and intellectual buy-in to this strategy. Since the firm’s inception, Pat has been careful about fulfilling these promises to the firm’s rapidly growing client base.
Today, Hamel Associates has offices offering financial planning and investment management advice in New Jersey and Chicago, and a client base that spans the globe.
At Hamel Associates, we provide objective, personalized financial planning to our clients to take them from where they are now to where they want to be in the future. We get to know you and work with you to crystallize your financial goals, both long and short term. Nothing from Hamel Associates is one size fits all; each client receives customized financial planning, personalized advice, and careful analysis. Unlike many wealth management firms, we work with your other advisors and service suppliers to implement your financial plans and realize your goals.
The Hamel Associates approach to wealth management is simple: we act as your very own family office.
Nothing presented herein is intended to constitute investment advice, nor sales material, and no investment decision should be made based on any information provided herein. Nothing herein constitutes an offer to sell or a solicitation of an offer to buy any security. Before making any investment decision, seek professional and relevant advice. Click here to read more. ©2016 Hamel Associates, Inc. All rights reserved