HSW Advisors is a nine-person multi-disciplinary team composed of four Private Wealth Advisors and five analysts. With over 90 years of private client work, we help families, individuals and institutions steward their wealth through life’s transitions, establish legacies, and share and transfer their core values.
The team began as a partnership in 1996 between Richard Steinberg and Jordan Waxman in the Goldman Sachs Private Client Group. Ken Hoffman became a Partner in the group after Jordan and Richard joined Merrill Lynch’s Private Banking and Investment Group in 2002. Alex Bass joined in 2004 as an Analyst, and became an Advisor in 2008, and the group has grown to an integrated multi-disciplinary team.
We combine decades of experience in financial markets with expertise in estate, tax, legal and philanthropic planning to deliver proactive advice and time-tested solutions, customized to our clients’ individual needs. We pride ourselves on taking a holistic approach with rigorous analysis and a strong focus on client service.
Our client support team has been with HSW between 5 and 15 years, and is intimately connected with our clients to deliver a continuous excellent experience. HSW Advisors team members hold numerous graduate and post-graduate degrees and professional designations, and are each committed to remaining current, relevant and accredited.
A Multi-Family, Family Office Group
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