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Uncommonly Thoughtful

Our role is to preserve and grow our client’s wealth and our success is measured by each client’s success. We strive to be a valuable and trusted long-term partner and financial guide.

Learn More

Inquire with us today and see how we can help you.

Uncommonly Thoughtful

Our role is to preserve and grow our client’s wealth and our success is measured by each client’s success. We strive to be a valuable and trusted long-term partner and financial guide.

Learn More

Learn about what we do and our approach to help you save fast.

Uncommonly Thoughtful

Our role is to preserve and grow our client’s wealth and our success is measured by each client’s success. We strive to be a valuable and trusted long-term partner and financial guide.

Learn More

Learn about what we do and our approach to help you save fast.

Uncommonly Thoughtful

Our role is to preserve and grow our client’s wealth and our success is measured by each client’s success. We strive to be a valuable and trusted long-term partner and financial guide.

Learn More

Learn about what we do and our approach to help you save fast.

 

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Wealth Planning

Our wealth planning team is dedicated to creating financial plans to help advise and guide you on a path to financial success.

Investment Management

We provide investment management consulting services tailored to each client’s individual needs.

Advisory Services

We help you develop a succession strategy that meets the needs of family stakeholders throughout the generations.

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Thomas W. Hulick, CIMA

CEO, Founder & Managing Partner

Mr. Hulick is CEO, CCO and Managing Partner of Holly Street Wealth Advisors. He is the founding partner of Hulick Capital Management, LLC. the...

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David J. Chong

Managing Director, Investments

David J. Chong is a Managing Director with Holly Street Wealth Advisors. He has over 20 years of private wealth management and portfolio...

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Eric Colon

Vice President, Relationship Manager

A veteran investment professional with expertise in alternative investments, wealth management; equity and futures trading; market structure;...

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Alan Haft

Managing Director

Alan Haft is a nationally recognized financial advisor and commentator who makes frequent appearances in TV/print media such as Fox News, Fox...

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Alexander Hagstrom, CFA

Senior Analyst and Portfolio Strategist

Alexander Hagstrom is a Senior Analyst and Portfolio Strategist with Holly Street Wealth Advisors. He attended the University of Southern...

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Harold Parker, CMT

Director

Harold joined Holly Street in 2016.  Harold has been an investment professional since 1978 when he began his career at E F Hutton. He joined...

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Fred Siegel

Portfolio Strategist

Fred Siegel has been a portfolio manager and financial consultant since 1981.  He developed the “Chicken Stock Strategy” in...

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Clarissa Tawel

Vice President, Relationship Manager

Clarissa Tawel is a Vice President, Relationship Manager with Holly Street Wealth Advisors. Clarissa also serves as the HSWA office manager for...

Latest Blog Posts

401(k) vs. IRA

Submitted by Holly Street Wealth on October 25th, 2018

As the go-to investment option for most companies and their employees, 401(k) plans provide many benefits to plan participants, including deferment of taxes, the likelihood of an employer match, and a high maximum allowable for annual contributions.  But for those that are self-employed, or whose employer does not offer a 401(k), a traditional or Roth IRA is an option.

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Protecting Your Personal Data

Submitted by Holly Street Wealth on September 26th, 2018

In light of recent security breaches at Facebook and Yahoo, it’s vital that we do a better job ensuring that our personal data remains hidden from criminals and hackers. In fact, Facebook and Yahoo were just two of the over 1,500 data breaches that occurred in 2017.

  • Read more

Best Tax Friendly Places to Live for Retirees

Submitted by Holly Street Wealth on September 7th, 2018

If you’re approaching retirement age, you may be considering a move to a more retirement-friendly state, particularly if your current state of residence imposes numerous taxes on social security, pensions, and other retirement income.

  • Read more

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  •   790 E. Colorado Blvd. Ste 200, Pasadena, CA 91101
  •   626-657-0559
  •   info@hollystreetwealth.com

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Holly Street Wealth Advisors is a Registered Investment Adviser. This website is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Holly Street Wealth Advisors and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Holly Street Wealth Advisors unless a client service agreement is in place. Thank you.

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