Financial planner starts independent company

After working at Robert W. Baird & Co. Inc. for 19 years, financial planner Betty Wellhoefer Hill has branched out to establish her own investment advisory firm in Grafton.

Hill recently opened Crescendo Wealth Management LLC at 1242 13th Ave.

“This fulfills a lifelong dream of owning my own business,” she said. “Since it’s my own company, I believe this change will also enable me to bring a more personalized level of service to clients.”

As a Certified Financial Planner, Hill provides high net-worth individuals and families with a range of services, including wealth accumulation planning, retirement income planning, investment selection, investment allocation planning, taxation and estate planning.

In her new business, she is affiliated with LPL Financial, a leading independent financial service company.

In addition to working with business owners, physicians and other professionals, Hill focuses on the financial needs of women.

“Traditionally, women haven’t been at the financial planning table,” Betty said. “Now they’re becoming more involved out of both desire and necessity and they are looking to be educated and advised.” 

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