Financial Investing is simple. It's just not easy.

Let Hougen Wealth Management get you on track for retirement

You’re busy. You work hard, taking care of your loved ones and living your life.


You don’t have time or the expertise to effectively plan for your retirement but you think you know where you want to go. But how much do you need? And HOW do you get there? You worry that your family is depending on you to keep their financial assets - and their future - safe. How much risk can you take? Small mistakes can have a big impact.


Thankfully, you realize you can’t do it alone, that you need professional guidance to invest more strategically.


You want financial advice you know you can trust. And you need an advisor - or preferably a team - who has the knowledge, skill and organization to take your financial assets and keep them secure, while making them work most effectively for you.


You’re looking for a quarterback of sorts, to up your game and manage your big picture. Have we mentioned we love football? (We like the Tampa Bay Buccaneers too! And you know they play at Raymond James Stadium, so we feel like we're part of the team!) Almost as much as we believe in taking care of our clients.


If you’re looking for an advisor who can:

  • Break down finances into easy to understand terms
  • Help you articulate and formalize your goals
  • Create an individual plan, specific to your lifestyle and risk tolerance
  • Guide you effectively to avoid financial landmines
  • Be tenacious when it comes to following your plan

You’re in the right place. We do that. And so much more.


A good fit makes all the difference

We’re not for everyone. We serve a much smaller number of clients than other wealth management teams. We purposely chose this business model so we could serve clients with more complex needs. And we built our team with that exact goal in mind.

We might be for you if you:

  • Want a process to reach your goals
  • Want a professional team to quarterback your financial affairs, and ensure you reach your goals
  • Put a high value on advice and guidance
  • Are willing to make an investment in your future and a commitment to our process
  • Have significant investable assets: minimum $2.5 million

Ready to create the playbook to your dream retirement? We are licensed to operate in the U.S. and around the world. We serve clients on 4 continents and in 12 time zones. So, no matter where you are, we can help. Email Maria to learn how.


What You Can Expect When You Work With Us

We believe in thinking differently. We challenge the status quo by:
developing and implementing a written, date-specific, dollar-specific retirement plan, which adjusts to your personal journey towards retirement.


You get time and energy back to focus on the things that matter right now. Rest easy because we provide you with:

  • Lessons from others: We have a proven process with advice and guidance unique to you, in part because we have learned from clients who have gone before
  • Sound advice giving you the tools, knowledge and capability to achieve the future you dream of
  • Peace of mind: Knowing that, in this often volatile world, you can ride out the financial highs and lows
  • Stress-free investing: You’re getting thoughtful, sound financial planning advice with your long-term interests in mind
  • No guessing: You receive regular communication with access to our team when you need us, not just formally once a year
Sophisticated wealth management


TRU Gaglardi Facebook post

But that's not all

Our clients describe us as Tenacious and Proactive.

We’re stoked to hear that.

We don't just create a plan for you and put it away. We’re diligent about making sure that you stay on track. And we're proactive about it. We review your "action plan" twice a year and compare what you were supposed to do to what you did.

We don’t let you drift away from the plan. So you can relax. Once you see the results, you’ll learn to love our tenacity.

And we give you added perspective on how the decisions you’re considering right now will fit into your financial big picture.

Questions we can help you with include:

  • Are you looking to gift money to your kids (or grandkids)? How does that affect the plan?
  • Starting CPP and OAS now or later? What's best for your situation?
  • Is buying a vacation property a good idea? Will it work with your plan?
  • Will I be able to retire this year? How will you know for sure before you make that BIG decision?

Perhaps the most important thing we do for you is, we get you - and keep you - on track.

Testimonials

After an initial meeting with Mark we recognized we would be dealing with someone who is not only competent in financial matters, but also has a well developed set of planning and organizational skills (which has proven to be a major benefit to us). After working with Mark, we now have realistic, achievable goals, and more importantly, have clarity about how to achieve those goals. We wouldn't hesitate (and regularly do) to recommend Mark to anyone who is in need of an excellent Financial Advisor.
- Al and Carol Blakey, owner Cheiron Resources, Calgary, AB

My husband and I came from standard salary jobs and did not know how to reach a comfortable retirement. We met with Mark and his team, set achievable goals, and through working together, we were able to achieve our best possible results. We have retired comfortably and could not have done it without them. I can't say enough good things about Mark and his team and give them the highest recommendation.
- Maureen and Steve Orton, recently retired