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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, CCO, 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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C. Joseph Chen

Partner, Senior Global Investment Strategist

Carl J. Chen is a Partner and Senior Global Investment Strategist with Hulick Capital Management, LLC, Holly Street Wealth Advisors...

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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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Brian Kelly

Managing Director

Brian Kelly co-founded the prestigious firm Kelly Haft Financial with the vision of providing insightful financial expertise with a personal touch...

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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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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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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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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...

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Carl W. Hulick

Chairman of the Advisory Board

After Harvard Business School, Carl joined Dean Witter’s Los Angeles office as an account executive. That was the beginning of 50 years in...

Latest Blog Posts

2018 Tax Changes You Need to Know

Submitted by Holly Street Wealth on March 20th, 2019

As we draw closer to the last quarter of 2018, Americans are starting to think more about the changes to the U.S. tax code. Though the tax code has been tweaked in recent years, it’s been 27 years since the last major revision that took place under President Reagan.

  • Read more

Why Financial Advisors Are Still Important

Submitted by Holly Street Wealth on March 20th, 2019

With the rise in popularity of financial planning robo-advisors, many experts predicted the beginning of the end for financial advisors. But as many investors are starting to see, there are distinct advantages to speaking with a live person when determining just how you should invest your money.

  • Read more

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

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