Investment Advisor and Financial Planner Palm Desert & Ventura

who's working hard

We are a hands-on investment managing and financial planning team that takes joy in hard work. The kind it takes to make good lives even better.

Matt Mellier, CFP®

Matt Mellier, CFP®

HWC Managing Partner

Jim Eckley, RICP®

Jim Eckley, RICP®

Financial Advisor, DACFP

Cathy Boskovich

Cathy Boskovich

Director of Client Support

Julie Whitmer

Julie Whitmer

Experience Specialist

Christina Hammer

Christina Hammer

Client Support Specialist

join our team