Kent Hilton
Financial Consultant
Most people experience a variety of financial needs and circumstances over a lifetime that can be summarized into four stages: wealth accumulation, risk management, retirement readiness, and asset distribution. With this in mind, I can assist you in structuring a financial plan that meets your needs, no matter your life stage. Working collaboratively as a team with your tax and legal advisors is at the core of my practice and I feel this is how a comprehensive plan is best delivered.
For 30+ years, I have worked with individuals, families, and business owners as a trusted Financial Consultant. Throughout my career, I've designed financial plans that manage many assets to help prepare my clients for today and tomorrow. I'm proud to have joined the Osaic Wealth team, one of the nation's largest providers of wealth management solutions. Osaic's team of highly skilled wealth management professionals believes that planning for the future should be transformative and not transactional.
Active in my community, I am a youth sports coach, current member, and past president (2011 & 2012) of the Rotary Club of Hamburg.
My wife Nancy and I, along with our three sons, Brett, Matthew, and Ryan, reside in Hamburg, NY.
I graduated from the State University of New York at Fredonia with a Bachelor of Science degree in business administration. Licenses include: FINRA Series 7, 63, 24, 65, and New York State Life Insurance. Accreditations include: Investment Fiduciary (AIF) designation.
EXPERIENCE
As a Financial Consultant with Oasic Wealth, I can offer my clients personalized service, customized financial planning for the future, and access to top-tier technology and resources.
With Osaic Wealth, I can offer access to best-in-class products, platforms, and intuitive money management tools to personally manage my clients' advisory assets or partner my clients with well-known vendors and services to protect their financial future.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
This communication is strictly intended for individuals residing in the states of CA, CT, FL, IL, MA, MI, NC, NV, NY, and TN. No offers may be made or accepted from any resident outside the specific state(s) referenced.