Wealth Advisors to successful Individuals, Families & Businesses
Our clients always come first. We take a distinctive, fiduciary approach to serving our unique clients and their loved ones.
Fiduciary. Expertise. Trust
Growing and Preserving Wealth
WealthHat is a leading wealth advisory and financial planning firm, with $100M+ in Assets under Advisement (AuA). With our unwavering commitment to precision and purpose, we specialize in offering comprehensive wealth advisory & financial planning services to high net-worth individuals, families, and businesses. Our extensive expertise allows us to serve our clients with utmost conviction.
$100M
Assets Under Management
All figures as of June 30, 2023, unless otherwise indicated.
*As of March 31, 2023.
We understand the unique needs of our clients and offer custom services to help you achieve your financial goals. We provide two distinct services packages for our clients: a One-Time Customized Plan and a Premium Wealth Retainer Plan. Make the choice depending on your current situation and future goals.
One-Time Customised Plan
We offer a one-time customized investment plans and comprehensive financial plans designed individuals, families, and businesses. We assess your goals and risks tolerance to craft a plan you can implement independently, Ideal for those with less complex financial circumstances and those not seeking ongoing support.
Read MorePremium Wealth Retainer Plan
Our Premium Wealth Retainer Plan is an ongoing advisory solution for High Net Worth Individuals, families, and business owners seeking ongoing wealth advisory and financial planning. It offers personalized strategies for investment management, tax planning, and insurance advisory and more, all backed by our team of seasoned advisors.
Read MoreWealthHat understands that our clients are a diverse group with unique financial needs. That’s why we take the time to carefully outline our client segments, ensuring that our services cater to their individuals requirements.
High Net Worth & Ultra High Net Individuals
"Tailored wealth management solutions designed specifically for individuals and families with significant assets. We understand the unique challenges and opportunities that come with substantial wealth and provide strategies to preserve and grow your assets."
Read MoreBeneficiaries & Heirs
"Guidance and support to beneficiaries and heirs to ensure seamless transition and continuation of wealth. Our experts help navigate the complexities of inheritance, trusts, and legacy planning."
Read MoreFamilies & Spouses
"Comprehensive financial planning that considers the needs of every family member. From joint investments to educational trusts, we make sure your family's financial well-being is secured"
Read MoreFamilies & Family Businesses
"Expertise in aligning family values with business goals. We offer strategies for succession planning, risk management, and growth to ensure your family business thrives for generations."
Read MoreEntrepreneurs & Founders
"Dedicated support for business leaders, from startup phase to exit strategy. Our financial advisors help entrepreneurs optimize their personal and business wealth for maximum impact."
Read MoreSenior Executives
"Customized financial planning for top-tier professionals. Our services address the unique needs of senior executives, from stock option planning to retirement strategies."
Read MoreOur approach diverges from that of traditional wealth managers. By customizing pur services to fit your unique circumstances, we align your investments with your goals and aspiration.
| WealthHat | Investment Management Firm | Stockbroking Firm | |
|---|---|---|---|
| Holistic Financial Planning | |||
| Financial Goal Setting | |||
| Net Worth & Cashflow | |||
| Portfolio & Investment Analysis | |||
| Ongoing Investment Advisory | |||
| Insurance Needs Analysis | |||
| Estate Planning & Trust Advisory | |||
| Retirement Planning | |||
| Tax Planning |
Explore insights
For insights and articles
As a wealth advisor and fiduciary to our clients, our purpose at WealthHat is to help our clients achieve their financial goals and experience financial well-being. Our clients turn to us for the solutions they need when planning for their most important personal goals as well as family goals.
WealthHat Advisory Limited ("WealthHat") is a Corporate Investment Advisor duly licensed by the Securities and Exchange Commission (SEC) of Nigeria. WealthHat is a trademark of WealthHat Advisory Limited.