About Our Firm
Our approach is shaped by entrepreneurial roots and a tradition of military service, guiding how we support our clients every day.
Entrepreneurial Expertise, Personal Commitment
At HWM Wealth, we design strategies around your goals, providing clear guidance through life's shifts with steady, strategic planning.
Fiduciary and Transparent Approach
Delivering unbiased, trust-based financial guidance.
Personalized Wealth Plans
Focused strategies with dynamic adjustments.
Broad Industry Experience
Guiding individuals and business owners through complex financial landscapes and seamless transitions.
Caroline McInerney
Founder & Managing Director, HWM Wealth
Caroline McInerney brings 20 years of diverse finance experience, spanning corporate finance and wealth management. She combines her entrepreneurial background with a transparent, process-driven approach to help clients—particularly business owners—preserve and grow their wealth. Caroline is passionate about delivering tailored strategies that align with her clients' goals and long-term success.
Our Leadership Team
Jonathan Hartley
Advisor
