Hess Wealth Advisors

Our ApproachHow we work with clientsAt Hess Wealth Advisors, we create thoughtful, personalized strategies that reflect your unique values and can grow with you.

Personalized discovery

We begin with a comprehensive discovery process to get to know you—your aspirations, concerns and financial perspectives. We consider this pivotal in crafting a roadmap tailored to your unique parameters. Then, we can efficiently chart the potential routes to your destination, while highlighting opportunities along the way.

Strategic planning

Together, we will create a strategic and interactive financial plan designed to achieve your goals and adapt to your evolving needs. We'll work closely with you to develop a plan you feel confident about.

Expert guidance and implementation

After your personalized plan is in place, our team of specialists will partner with you throughout the implementation phase to facilitate a smooth experience and ensure your plan stays on track.

Proactive long-term partnership

Our team will continue to provide proactive care as your life changes and your needs and goals evolve. Through regular check-ins and reviews, we will stay connected with you to offer timely advice and adjust your strategies as needed. Consider us your long-term partner as you work toward lasting financial success.

Our SolutionsYour path starts with a financial planJust as a blueprint is needed to build a house, a financial plan helps you reach your goals and live the life you've always dreamed of. When we work together, we will discuss strategies, services and products we offer to help you align your financial plan to your needs.

Financial planning

Financial planning is personal. That's why our conversations focus on your unique values and goals.

We'll talk about

•

Your values, financial needs and goals

•

How to build a financial plan with a strong foundation

Products and services we may discuss

Dedicated Planning Services→Managed Accounts Program→

Our Process

Pursuing your financial goals, together

Understand

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

Who you are and what you value
Your current financial situation

Strategize

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

Clarifying what areas you want to address
Identifying areas of opportunity and options to consider

Implement

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

What steps you want to take going forward
Your progress on agreed upon steps

Adapt

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

What, if any, life changes have happened recently
What other financial items are top of mind

Understand where you are today and where you want to be tomorrow. Have meaningful conversations that focus on your financial goals.

Your financial advisor will talk to you about:

Who you are and what you value
Your current financial situation

Strategize based on your unique situation. We’ll assemble your current financial picture to gain insights that will inform your financial plan.

Your financial advisor will talk to you about:

Clarifying what areas you want to address
Identifying areas of opportunity and options to consider

Implement solutions aligned to your goals and put a financial plan in place that will help get you where you want to go.

Your financial advisor will talk to you about:

What steps you want to take going forward
Your progress on agreed upon steps

Adapt to life changes and celebrate progress. As life happens and circumstances change, your financial plan should evolve too.

Your financial advisor will talk to you about:

What, if any, life changes have happened recently
What other financial items are top of mind

INSIGHTSRead about financial topics

You’ve worked hard to build your retirement savings. Have you thought about how much of that money you’ll actually get to keep?Depending on where you’ve saved your money, Uncle Sam may have a claim on a portion of it, too.But here’s where retirement planning gets interesting.There are different ways to save and access your money: tax now, tax later, and potentially tax-free. And the mix of those three buckets can make a real difference in your retirement income.At Hess Wealth Advisors, we help clients think beyond how much they’ve saved to consider how and when they’ll use it.Because the goal isn’t just to build a retirement nest egg. It’s to help you make the most of what you’ve built.See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

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Great client experiences don’t happen by accident. At Hess Wealth Advisors, we’re always looking for ways to improve how we serve our clients, and that means investing in the people behind the scenes, too!Our own Lauren Klinglesmith and Amanda Oliver recently spent two days at Thrivent’s headquarters in Minneapolis, connecting with nearly 100 operations professionals, exploring new technology (including AI!), and sharing ideas to help our teams work smarter.Of course, there was plenty of fun along the way! From dinners out and new friendships to getting a little lost in the Minneapolis skyways 😂, they made some great memories, too!They even found time to give back, assembling care packages and writing notes of encouragement for people experiencing homelessness.We’re proud to have a team that’s always learning, growing, and finding new ways to make your experience with us even better.Because taking great care of our clients starts with taking great care of our team!

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Little Red Riding Hood is stopping by for a little Halloween fun and she's bringing us a lot more than a basket of candy!Welcome back to Home for the Holidays, our Friday series taking you behind the scenes of how we approach financial planning at Hess Wealth Group!This week, we're starting with the foundation. And while Little Red Riding Hood might not be your typical holiday gues, she's got a few things worth thinking about!Here's a hint: it has a lot less to do with investments than you might expect.Come along on episode 2 of our holiday tour!See thrivent.com/social for important disclosures.

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Savannah Location

785 King George Blvd Ste 205
Savannah, GA 31419

Phone912-704-6425Fax866-611-4568HoursMonday–Friday, 9 a.m. to 5 p.m

Ready to connect?

We'd love to answer any questions you may have and start learning about your goals. We can meet however you're most comfortable—phone, virtual or in person.

Or call us directly: 912-704-6425

Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.

Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.

Not all team members may provide all products, programs and services in all states.

Not all team members may office at the locations listed.

* as of December 31, 2024

** Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.

Rating is based on Thrivent’s financial strength and claims-paying ability. Does not apply to investment product performance. For information on this rating, visit the rating agency's website.

Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.