How We Work
In an ever more complex and volatile investing environment, Hagendorf & Havell specialize in risk management, forensic analysis and auditing of a family's personal and business assets & portfolios.
A seasoned financial fixer who operates independently, investigates fiercely, and works only for you — not the firm, not the product shelf, not the status quo.
An Elite, High-Touch Standard
This elite and high-touch level of service is designed for hard-working successful individuals, families and organizations who require a highly customized investment program.
Truly Independent Analysis
No products to sell, no conflicts of interest. Our only output is an honest, forensic assessment of your financial world.
Forensic Fee Discovery
We dig into the fine print — uncovering hidden fees, surrender charges, and expense ratios others overlook or ignore.
Portfolio Risk Assessment
We stress-test your investments, identify overconcentration, and determine whether your risk exposure matches your goals.
Actionable Dossier
No fluff, no filler. A concise, prioritized report with clear next steps you can act on immediately.
Fiduciary Commitment
For advisory clients, we are legally and ethically bound to put your interests first — always and without exception.
What We Stand On
Wealth Audits Inc. exists to give you a documented, line-item understanding of your financial life — what you own, what it costs, and why you own it.
Evidence First
We work from statements, prospectuses, and plan documents — not sales material. A finding isn't a finding until we can show you the line item it lives on.
Independence
The audit is the deliverable. We examine what you already own before we ever discuss what could change.
Full Disclosure
We put what we find in writing, in plain language — including the uncomfortable parts.
Accountability
We tell you what we looked at, what we found, and what we would examine next. You decide what happens after that.
Know What You Own. Know Why You Own It.
No obligation. No sales pitch. Just the truth about where you stand.