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 Advisement
All figures as of December 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 service packages for our clients: a One-Time Customised 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 Worth 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 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 MoreWidows & Divorcees
Guiding widows and divorcees to during life's transitions and difficult times. We help navigate the complexities of asset management, estate planning, life insurance, and financial independence.
Read MorePre-Retirees & Retirees
Helping you transition smoothly into retirement. We assist pre-retirees and retirees in transitioning from accumulation to preservation, ensuring their wealth lasts through retirement years, and securing their legacy.
Read MoreOur approach diverges from that of traditional investment management and stockbroking firms. By customizing our services to fit your unique circumstances, we align your investments with your goals and aspirations.
| WealthHat | Investment Management Firm | Stockbroking Firm | |
|---|---|---|---|
| Fiduciary Duty | |||
| Retirement & Tax Planning | |||
| Ongoing Planning & Advisory | |||
| Holistic Financial Planning | |||
| Portfolio & Investment Planning | |||
| Assemble Specialists for Complex Needs | |||
| Client Centric & Long-Term Focus | |||
| Financial Goal-Setting & Monitoring | |||
| Net Worth Review & Cash Flow Planning | |||
| Estate Planning & Insurance Needs Analysis |
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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.
