Broker Check

Our Beliefs

          Yaz and Justin came together to form Hassan Oldham Wealth Advisors in 2010. They’re a comprehensive wealth management group providing the services you need to help build and protect your wealth and future legacy no matter what life throws at you. Together they will be here to guide and advise you on your path to reaching your financial goals.

  • We believe it is crucial for us to have a solid understanding of our clients' financial needs, expectations, and goals in order to provide sound, appropriate and meaningful counsel.
  • We believe our clients desire to live their lives with dignity. While defined differently for each individual, solutions to facilitate this must be incorporated into the planning process for all.
  • We believe that long-term investment success is best achieved by avoiding market timing and focusing on diversification among multiple asset classes, although diversification does not assure a profit or protect against losses.
  • We believe because things change over time it is advisable to maintain flexibility and avoid jumping into irrevocable solutions too soon. We believe that wealth management must focus not only on asset growth, but also on asset preservation.
  • We believe insurance is an effective tool for managing risk and attaining specific goals, but it is often not the most effective choice as a general investment vehicle.
  • We believe partnering with tax professionals to formulate tax planning can have a positive impact on investment decisions. However, tax-reduction alone cannot drive investment management decisions.