Taking the Complexity out of Financial Planning and Investing

Sound far-fetched? Our ability to integrate these two disciplines is at the core of what HCM delivers. Our advisors will empower you to have confidence in the financial decisions you make.

Experience
Matters

Our culture fosters an environment of curiosity and continuous learning. As investors and wealth advisors, we’ve witnessed tremendous change. To succeed for our clients, we’ve had to openly embrace change while remaining true to our principles.

Quality-Driven Investment Approach

Warren Buffett is fond of saying, “Price is what you pay, value is what you get.” A core element of investing is the ability to determine the quality of an asset, combined with the discipline to pay the right price.

Comprehensive Financial Planning

The depth of our wealth management experience enables HCM Wealth to provide advice across your financial landscape. We believe a comprehensive approach to your financial planning leads to better decisions, better outcomes and a better experience for you.

A Smarter Approach to Turning Your Wealth into Tax-Efficient Income

Free Retirement Income Planning Guide: Find out what you should be considering when creating an effective retirement income distribution plan.

We are an Independent Advisory firm with people who believe passionately in delivering simplicity and transparency to our clients on their terms, not ours.

Read our Current Thinking

We invite you to get our latest perspective on investing.

Retirement Income Planning: A Smarter Approach to Turning Your Wealth into Tax-Efficient Income

The Hidden Risk in a Successful Portfolio   Many investors approach retirement with what looks like a strong balance sheet: substantial 401(k) and IRA balances, appreciated stock portfolios in taxable accounts, and equity positions…

How the One Big Beautiful Bill Act Might Affect You

The OBBBA (Signed into law: July 4, 2025) introduces the most sweeping federal tax changes since 2017. Many temporary provisions from the 2017 Tax Cuts and Jobs Act (TCJA) are now permanent, and new rules have been introduced that may affect…

HCM Names Stuart Crandall as Partner

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  San Rafael, CA- Hutchinson Capital Management (HCM), an independent wealth management firm dedicated to client-focused investment management and financial planning, is proud to announce the promotion of Stuart Crandall to Partner. Since…

HCM Wealth Office:
1101 Fifth Avenue
Suite 160
San Rafael, CA 94901

Phone: 415-464-5650
Toll Free: 800-481-8388

info@hcm-wealth.com

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