Hamilton Wealth Advisors

OUR TEAM

Meet Hamilton Wealth Advisors

Meet the team at Hamilton Wealth Advisors, a group of skilled professionals dedicated to enhancing your financial journey. Our team offers a wide array of financial services, focusing on integrating investment, tax, and estate planning into a cohesive strategy. At Hamilton, we’re committed to understanding your unique financial aspirations, providing support as you navigate your path towards a meaningful and secure financial future.

MEET OUR FOUNDER
MEET OUR TEAM

Be on your guard; stand firm in the faith; be courageous; be strong.

— 1 Corinthians 16:13
Wilbert Hamilton

Wilbert Hamilton

FOUNDER

Wilbert Hamilton, a Montgomery native, is the founder of Hamilton Wealth Advisors, a Registered Investment Advisor the only black owned investment firm in Alabama. He works mainly out of the Atlanta, GA office but also has a presence in Montgomery, Huntsville, and Birmingham, AL. He offers clients and institutions a wealth of knowledge and over a decade of experience in the financial services industry.

From 2009 – 2016 Wilbert focused on retirement plan development, management, and implementation for multiple universities, corporations, and high net worth individuals. He also worked with non-profits and institutional and religious organizations to manage and implement financial donor and planned giving programs…

LEARN MORE ABOUT WILBERT
Jeffrey Lamar

Jeffrey Lamar

FINANCIAL CONSULTANT

Jeffrey Lamar- Alabama native, began his Financial Services career in 2009 after being introduced to the industry by his friend and mentor, Wilbert Hamilton, Jr. Starting his career with a top private wealth firm, he quickly transitioned to Hamilton Wealth Advisors to follow the lead of his mentor…
LEARN MORE ABOUT JEFFREY
Jarrett Howell

Jarrett Howell

Financial Consultant

Jarrett joined our team in 2021 after a successful career as a pro-sports consultant and basketball coach, and a professional basketball player in Europe. He found a calling as a financial advisor in order to help clients receive meaningful education…

LEARN MORE ABOUT JARRETT
Hamilton Wealth Advisors - David

David Hamilton

Financial Consultant

Meet David, a dedicated member of Hamilton Wealth Advisors since 2020. Hailing from Montgomery, AL, his upbringing instilled in him a profound commitment to goals and compassion for others. David, a former football scholar at Tuskegee University…

LEARN MORE ABOUT David
Osric D Grant

Osric D. Grant

Technology Executive

Osric Grant is a senior executive with Fonoa, a global tax technology startup. He has over 20 years of experience in software, technology, and consulting. He has owned and led the delivery of complex business solutions to Global Fortune 500 companies…

LEARN MORE ABOUT Osric
Hamilton Wealth Advisors

We Are Here to Guide You Toward a Secure Future

Schedule a call now to explore personalized strategies tailored to your goals. Start building the future you deserve today!

SCHEDULE A CALL
Hamilton Wealth Advisors
Facebook-f Youtube Instagram Linkedin-in
Atlanta
Dallas
Birmingham
Huntsville

Investment advisory services are offered through Hamilton Capital Advisors, LLC, a state-Registered Investment Advisor. Insurance and annuities offered through Hamilton Wealth Advisors, LLC. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered; it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Hamilton Capital Advisors, LLC and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company. Any comments regarding safe and secure products and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.

© 2024 All Rights Reserved.

powered by Illuminated Advisors

Let's Talk Wealth

Discover the difference with Hamilton Wealth Advisors: Schedule your introductory call today and step into a world of personalized financial solutions.

Guide: Fundamentals of Estate Planning

READ OUR LATEST GUIDE

The Fundamentals of Estate Planning

Estate planning can be an emotional process. After all, it’s difficult to think about things like who will raise your children, or which loved one will best manage your financial assets. Estate planning is necessary, however, because without a will, your estate may end up in court. This means it could be divvied up based […]

Download Your Guide

Still have questions?

Contact Us
Skip to content