Home | Overview | Services | 4-Step Process | Why Choose Hirst? | Prospective Client | Forms | My Schwab Account

An Interview with Lenny Hirst -- Principal

What's the number one reason people come to you for advice?

  • "That's an easy one to answer, peace-of-mind. Let's face it, managing your financial affairs is time consuming, confusing and produces a lot of anxiety for the average individual. While we can't eliminate all of the anxiety, we can certainly minimize it by helping clients understand their situation, providing them with a sound course of action to follow and helping them implement it. Clients tell us they sleep better because they know what they need to do and how they're going to try and get there."

What's the most satisfying part of what you do?

  • "Helping clients in times of their greatest need -- be it buying a new home, getting married, sending a child off to college or even a death in the family. I find great personal satisfaction in being able to remove some of the worry clients inevitably have surrounding these stressful events. That's why I made a conscious decision not to become a big formal company, so I could continue to interact one-on-one with all my clients and be able to provide great service."

What words would your clients use to describe you?

  • "I won't presume to speak for them, but I'm quite certain they would use words like competent, trustworthy, responsive, a good listener, and most importantly friend. I truly do view my relationships with clients as a friend first and client second. I think that's why I've never been "fired" by a client in all my years in business."

Why did you decide to pursue a career in financial planning?

  • "As a kid, I always enjoyed solving puzzles and doing odd jobs to make money. The way I see it I'm doing the same things today. Creating a financial fitness plan is really the same as solving a complex puzzle and I'm still trying to earn my allowance. The only difference is that today I do it for others and not just for myself. I love what I do!"

What qualifies you to provide financial and estate planning services?

  • "In addition to having an MBA degree, I am also a credentialed Certified Financial Planner™ and Attorney at Law. Most importantly though, I've been successfully providing financial planning and investment services to individuals for more than 15 years. I must be doing something right as our client list continues to grow, as do the assets under our management."

In addition to being a CERTIFIED FINANCIAL PLANNER™, you recently became an Attorney at Law specializing in estate planning. Why was getting a law degree important to you? 

  • "To protect individuals, it is illegal to provide estate planning services without a law degree. Prior to my becoming an Attorney at Law, we had to utilize third parties to provide estate planning services to our clients. Because estate planning is a critical piece of a families' financial plan, I felt it was important to be able to provide those services directly, just as we do with investment advice. Now, we can do that."

How big is your company and do you have plans to expand?

  • "Today, Hirst Wealth Management  manages about $70 million in client assets. From the day the company was formed we have been committed to providing high quality, personalized service to our clients. Personalized service means all our clients interact directly with me regarding all matters and that I become intimately familiar with each client's unique situation.


About Lenny Hirst

  • Over 20 years experience providing financial planning & investment services to families and individuals
  • Attorney at Law (Estate Planning Specialty)
  • Masters in Business Management (MBA)
  • Member National Academy of Elder Law


* Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.