Entities

Hyperion Wealth Management

Hyperion Wealth Management

Hyperion Wealth Management is a registered investment advisor headquartered in Florida. It specializes in providing custom-tailored financial advisory services, with a focus on maximizing after-tax, after-fee, risk-adjusted returns. Hyperion is committed to the development of a clear and concise investment plan uniquely implemented to weather the ever-changing economic environment.

SERVICES


WEALTH PLANNING

  • Cash Flow and Lifestyle Planning
  • Asset Holding Strategies
  • Gift and Estate Tax Planning
  • Estate Planning
  • Wealth Transfer
  • Intergenerational Wealth Planning
  • Business Succession Planning
  • Philanthropic Planning


PORTFOLIO CONSULTING

  • Investment Consulting
  • Investment Policy
  • Risk Analysis/Management
  • Custom Portfolio Construction
  • Core-Satellite Asset Allocation
  • Tactical Overlay


ASSET MANAGEMENT

  • Equities
  • Fixed Income
  • Global and Domestic Markets
  • Private Equity
  • Real Estate
  • Commodities
  • Derivatives
  • Custom Structured Projects
  • Hedging
  • Oil, Gas, and Mineral Interests
  • Private Placements


FINANCIAL MANAGEMENT TOOLS

  • Investment Management
  • Morningstar Financial Planning Suite
  • Equities
  • Checking, Online Bill Pay, Wire Services
  • Cash Management Reporting