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our mission

Panoptic Wealth Advocates is dedicated to helping our clients define and achieve their vision of true wealth, freeing them to focus their entirety on the things that give their lives the greatest meaning.

While many firms provide investment management and planning services, few successfully integrate them into a wealth management offering. This is where Panoptic Wealth Advocates excels; guiding each client in the achievement of their own personal vision of wealth.

our history

The idea for Panoptic Wealth Advocates started in 2006 when Chad and Daryl met and, seeing the ability they had to work together and complement each other’s strengths, started helping clients with their wealth planning needs.  After a year of working together and seeing a better way to deliver wealth planning advice, they broke off in late 2007 to launch Panoptic.

Little did they know at that time, they were starting up their business into a headwind of what would become a recession.  Those first few years ended up being a good opportunity for Daryl and Chad to prove their concept as they helped clients successfully navigate through a tumultuous time.

The business has continued to evolve and grow over the intervening years with most new client relationships coming from existing clients and professional partners.  While the variety and location of clients has expanded over the years, the central philosophy and core focus of the business have not and can still be best articulated by our Mission Statement:

Panoptic Wealth Advocates is dedicated to helping our clients to define and achieve their vision of true wealth, freeing them to focus their entirety on the things that give their lives the greatest meaning.

PANOPTIC: seeing the whole at one view

For us, Panoptic means complete financial vision; we take into account your entire financial picture, including wealth planning, trust service, tax planning, estate planning, risk management, and business planning. All of these elements are important, and we consider each part to make sure that every step of your wealth plan, from design to implementation to ongoing, active management, is effectively coordinated to produce desirable results.

WEALTH: well–being or prosperity

Definitions of wealth vary from person to person, but perhaps Nick Murray said it best when he stated,

"Wealth is the absence of financial worry, an income you don't outlive, and a meaningful legacy to those whom you love."

Wealth encompasses a variety of desires; for you it may mean a sizeable investment portfolio, keeping your business in the family, or knowing you will never outlive your money. We also recognize financial well-being as the cornerstone that often facilitates the pursuit and attainment of life goals.

However you define your vision of wealth, our mission is to help you accomplish it.

ADVOCATES: those who support and recommend

An Advocate provides both the plan to achieve your goals and the support to remain committed to it. An Advocate avoids hasty decisions, insists on careful consideration, and works diligently to keep you on the path to make your wealth vision a reality.

principals and founders

chad
Chad M. Hemphill | PRINCIPAL

Chad began his financial services career primarily focusing on tax preparation and planning for small business owners and individuals, eventually expanding his services to include creating and implementing comprehensive financial plans. Chad has extensive experience advising both individuals and small businesses in wealth management.