Giving that lasts
1:31
Don’s tax-efficient legacy
Don was keen to leave a charitable legacy that reflected his values. He was able to avoid high capital gains taxes by transferring his assets to his local hospital, and his IG Advisor set up a charitable fund that will make an impact for years to come.
“It came to the end of the year, and I thought: I could do more. I don’t think I could have achieved what we did without IG. The benefits of this charitable giving fund will continue for many years, and I like that.” — Don
Welcome to Dan Hague & Associates Private Wealth Management
We are strong believers in humanizing the financial plan through perhaps the most under-realized financial planning goal: IMPACT
Who we help
We work with clients who have enjoyed success and built substantial wealth. We help define near and longer-term strategies to maximize financial well-being, minimize taxes and ensure our clients are able to take care of the things that matter most to them.
What we do
Our team has more than 25 years combined experience in financial services, and our expertise is complemented by that of IG’s in-house tax, estate, insurance, mortgage and advanced financial planning professionals. Working together, we create a tailored strategy for your fiscal well-being that looks at every aspect of your financial life — a living plan that evolves as your circumstances change over time. Because we know that, in the big picture, every little detail matters.
Estate and Legacy Planning
We will help you make the most of your wealth today and for generations to come. Benefit from our expertise in customized estate planning, intergenerational wealth transfer, and strategic charitable giving.
What our clients say
Dan Hague and his team have worked tirelessly to help out two investment novices. My wife and I had a once-in-a-life-time opportunity to invest a large sum of money with a company and Dan won us over. He was able to produce a clear plan and then keep that ball rolling for the plan with many changes. It did not take us long to really understand that he was working for our betterment. Handing over your money and trusting a person to do the right things with that money is not easy. Dan and his team realize this and don't take it for granted. It was very easy to get over the apprehension once we saw the results.
- Branden C.
Through a very positive relationship with Dan and IG, we have grown in our understanding of the management of our financial investments. We value that our portfolio is reviewed regularly and have consistently met in-person yearly and/or upon our request to examine/adjust our investment portfolio. Our investments have done well for us and our family. Our hopes for a retirement that meets our goals will be supported by the years of financial advice that Dan has provided to Rob and myself. We would highly recommend Dan and IG Wealth Management to future clients.
- Debby & Rob W.
My husband and I highly recommend Dan Hague and his team of pros! We’ve been with them for many, many years, and what impressed us most after selling our business is the impact that he made on us when we had hardly anything to invest… up until the point that we had sold our business and had a lot to invest. His attitude towards us was personal, caring, and important to him. We were treated with the utmost respect all the way through, and we trust him completely.
- Rod M.
It gives me great pleasure to provide a referral of Mr. Dan Hague. My husband and I have been working with Dan for a number of years now and have received significant growth in our conservative portfolio. We are retired and rely on Dan’s suggestions of many aspects of our finances. He manages 4 portfolios in or within our family. Dan has always been there to provide any information to questions we might have and he offers his professional opinions and factual information in a very timely manner whenever requested.
- Shirley & Randy S.
I have been an extremely satisfied client of IG and working with Dan Hague for 17+ years. Due to my schedule, contacting Dan evenings and weekends worked best for me, and I can say that Dan is always there for me. I deal with Dan for insurance, investments, and financial planning for both personal and corporate. I have recommended Dan's expertise and services to many of my friends, whom have invested with them and are satisfied. I have a lot of stories on how Dan provided solutions and recommendations in order for me to achieve my financial freedom, so please call me if you have any questions or concerns.
- Vic P.