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Our Process

Our Process

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A Future Well Planned<br/>

A Future Well Planned

At Hawkes Wealth Management, Inc. in Binghamton, NY, we have been providing asset management and long term planning services for over 30 years. To us, we believe advice is an impartial expert opinion based on your individual circumstances. By working with a Fee-Only advisor, you are receiving the only true way to an impartial financial recommendation. 


From funding a college education to creating a retirement income stream, to fueling your passion for philanthropy, we try to learn and focus on what’s important to you and your family. A custom financial plan is created and revised as the years go by, and being a Fee Only advisory, your best interest is always OUR best interest.

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Is Your Financial Advisor Fee Only, Fiduciary, Independent?

Is Your Financial Advisor Fee Only, Fiduciary, Independent?

Peyton Hawkes is a Binghamton, NY fee-only financial planner. Hawkes Wealth Management provides comprehensive and objective financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Peyton Hawkes is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

  • Specialties

    Comprehensive Financial Planning
    Retirement Income Planning
    Investment Management
    College Education Planning
    Tax Planning

  • Ideal Clients

    Retirees and Near Retirees
    Growing Families
    Business Owners and Executives
    Sudden Money Situations
    Novice Investors

  • Working Together

    In-Office Meetings
    Virtual Meetings
    Clearly Defined Fees
    No Product Sales
    Complimentary Initial Consultation

Fee-Only, Fiduciary, Independent:
Three Important Criteria to Consider When Choosing a Financial Advisor.


Resources

We want out clients to be financially savvy. Browse our library to start your path to financial education.

A Primer on Irrevocable Life Insurance Trusts

A Primer on Irrevocable Life Insurance Trusts

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Global and International Funds

Global and International Funds

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What to Look for in Personal Finance Apps

What to Look for in Personal Finance Apps

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What Is a 1031 Exchange?

What Is a 1031 Exchange?

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The ABCs of Zero Coupon Bonds

The ABCs of Zero Coupon Bonds

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What is most important to you?

In our experience, people have accumulated wealth because they are natural savers to begin with. Never living on 100% of their income, they have a good financial house in order. For working clients, this practice is something we help them to focus on: spending priorities, paying themselves first, and investing in a way that produces results without worry. For retired investors, we often have to "unwind" that saver's mentality, and create an income stream that is worry-free and allows them to spend what they can afford—no more, no less. In our view? It's always about INCOME! We can't enjoy our life by watching financial statements...we have to know deep-down that our future has a blueprint that is well conceived and tested for sustainability. Our highest goal plan is for clients to enjoy their life, and leave the worry behind. 

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

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