PWM Private Wealth Counsel
iA Private Wealth
A 31-year veteran of the industry, Kevin Hegedus now has more than $530 million in AUM – a testament to his passion, strong work ethic and commitment to professional service.
“From a young age, I have had a passion for working with numbers and a talent for building relationships,” Hegedus says. “Helping people solve problems has always been important to me, so this industry was a natural fit.”
Hegedus also cites his primarily fee-based model of compensation, which he transitioned to in 2011, as a key element to his practice’s success, though he continues to offer traditional commission-based accounts on a limited basis.
In addition to the ongoing enhancement of overall client service levels, Hegedus aims to deepen his practice’s bench with portfolio management expertise – which he views as prudent given the all-time highs in the markets – as well as expertise in accounting and tax.