Making an impact in your business and your life

We provide a wide range of advice and guidance for your specific business concerns, whether you’re in the planning stages for your first company or starting your next one.

Starting a new business. The first steps you take as an entrepreneur can often feel the most daunting. Using our extensive experience, our team can also help you with funding, COIs, organizing documents and making connections for the products or services your company provides. We’ll be happy to introduce you to legal and financial professionals who can help you choose the right structure and accounting systems for your particular business. And, since networking is so critical, we can connect you to other entrepreneurs whose experience may be valuable to you.

Building your company. You’re creating jobs, working hard, realizing your vision. And your business is growing. It’s an exciting, complex time. Our team can help by providing ongoing advice and guidance. We can advise you on setting up the business accounts you’ll need and assist you in accessing credit to expand your business. And, whether you have ten or 100 employees, we’ll implement a defined contribution plan that provides both you and your employees with retirement benefits. Then, we’ll regularly meet with your employees for 401(k) education seminars.

Planning an exit strategy. Our experienced team can help you decide if it’s the most opportune time to monetize your life’s work. With access to UBS’s Investment Bank, as well as our external network, we can help you maximize the value of your business. And we will examine your desired financial objectives and help you understand your options, which can include outright transition to a third party, or to employees via an Employee Stock Ownership Plan (ESOP), or transferring ownership to a family member.

As a single coordinated team focused on both your personal and professional needs, we keep the big picture of your life uppermost in our minds.

Creating your financial plan. We meet with you and listen carefully as you describe your goals. We then analyze your existing investments and prepare a detailed, long-term financial plan, tailored to your individual situation, that will help you and your family work toward the future you envision.

Investing for every stage of life. We separate assets specific to your current lifestyle from those you’ll be needing in a few years and those you’ll employ to create a legacy for your family. Your custom investment strategy is always designed for sensible growth and income replacement. It takes into account your risk tolerance and is flexible enough to change as your life, or market conditions, change.

Remaining diversified. Many entrepreneurs, understandably, want to funnel all their profits back into their companies. We’ll advise you on the best way to invest money consistently in your personal financial future, so that you remain adequately diversified and your wealth can grow independently of the ups and downs of your business. And if you’ve sold a business, our planning helps properly manage your proceeds with strategies around investment, philanthropy, estates and taxes

Beyond asset allocation and portfolio management, we work to ensure your wealth makes a meaningful difference in your life and the lives of those you love.

Multigenerational education. Our team understands the important connection between wealth and family and is committed to working closely with our clients’ adult-age children. We invite them to our office to help educate them on issues ranging from business succession planning to philanthropic strategies to how a trust works. Whenever possible, our goal is to have family attorneys and accountants at the same meeting in order to ensure that everyone connected with your wealth has the same integrated vision of your generational strategies.

Planning for a long and secure retirement. When you want to retire—or work less—we’ll help you preserve your lifestyle and livelihood through diversified income streams, tax planning, insurance solutions (including life, disability and long-term care) and strategies to mitigate the impact of inflation and taxes.

Giving well—and wisely. We’ll assist you in employing a variety of philanthropic strategies—including donor-advised funds, private foundations and giving assets instead of cash—that have important tax minimization advantages while ensuring what you give has the most impact for good.

Giving back to our community and our world

At Hardy Wealth Partners, we are passionate about giving back to our community, especially to those groups and organizations that have a positive impact on the lives of others. Many advocate for causes ranging from education to environmental to arts and culture.

These include:

Venture for America. As an entrepreneur himself, Sean Hardy understands the role this organization plays in stimulating job growth and creating new opportunities in communities across the country. Sean’s support of the group is focused on helping the next generation of entrepreneurs identify a path to achieve their vision.

The Irish American Archives Society (IAAS). Sean has always taken great pride in his Irish American heritage. That’s why he joined the IAAS—to help ensure that future generations of Irish Americans will always have a link to their ancestors. Sean was a recipient of the foundation’s Walks of Life Award for making an extraordinary contribution to the community.

Connecting to people who help us help you

We believe that widening our network of connections to the financial markets enhances our experience and knowledge. Through interactions with top financial professionals who offer unique perspectives, we gather insights that help us better serve our clients.

These people include:

Israel “Izzy” Englander, founder of Millennium Management LLC

Bill Eigen, portfolio manager at J.P. Morgan Asset Management

Your foundation or endowment is unique. We take the time to look at it holistically, and to understand its distinctive financial situation. With that clarity, we deliver an investment plan that reflects your needs and long-term goals. We’ll collaborate closely with your investment committee to help you make the greatest impact.