Hemingway Wealth Management

We are a wealth management firm that specializes in tax efficient wealth transfer, retirement income, investment advisory, charitable gifting strategies, financial planning, and employee & executive benefits for high-net worth families and institutions.

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Investment Advisory Services offered through Monticello Investment Services, Inc. a SEC Registered Investment Advisor. Securities offered through MidAmerica Financial Services, Inc. Member FINRASIPCMidAmerica and Monticello are affiliated. MidAmerica and Monticello are not affiliated with Hemingway Wealth Management. The information on this site is being provided for educational purposes only. In no way is the information on this site to be deemed a solicitation to open an account or conduct securities transactions. The information herein is accurate and complete to the best of our knowledge. Information provided by third parties, while filtered for overt inaccuracies and misstatements, is the responsibility of the third party. The information on this site should not be your sole resource with respect to making an investment determination. Always discuss your personal investment objectives, risk tolerance, liquidity needs, financial situation, etc. with an investment professional prior to investing in any particular security or investment strategy. You should always consult a tax or legal professional for advice regarding your specific tax and/or legal situation. Past performance is not indicative of future results. All investing carries an inherent risk of the loss of principal.

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