Empower Generations, Elevate Impact

There is so much more to financial planning than just retirement. At Dan Hague & Associates PWM, we focus on ‘Social & Strategic Wealth-Building’ ... financial strategies that generate IMPACT: for you, your family, and your world.

Transitioning Family Wealth

Communication and education are vital to successfully transitioning and sustaining family wealth. In addition to developing a plan that considers both giving while living and through your estate, we can facilitate sensitive family discussions, and help prepare your children for their inheritance.

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Strategic Charitable Giving

Maximize your giving while minimizing complexity. A partnership between IG Wealth Management and the Strategic Charitable Giving Foundation—the IG Wealth Management Charitable Giving Program is a donor-advised charitable giving program that facilitates philanthropy without the administrative responsibilities, time commitment or the expensive setup and continuing costs of a private foundation.

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Sustainable Investing

Since 1926, IG Wealth Management has been developing innovative ways to responsibly invest our clients’ capital in order to maximize their investment returns. Today, responsibly investing to achieve your long-term financial goals includes integrating sustainable investment principles in order to generate positive outcomes for your portfolio and the world around us—now and for future generations.

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