Welcome AWIR Conference Participants!
Worrying about the daily movements of the stock market is a fruitless endeavor! It will not lead to a successful retirement or financial independence, but it will cause you unnecessary stress. Focus on what you can control!
Download our guide, “15 Questions to Ask Yourself” and Howard Hook’s presentation slides. Knowing the answers to these questions will help you determine if you’re where you want to be financially and if you’re on track for a comfortable retirement.
Download “15 Questions to Ask Yourself” and the presentation slides
Committed to Teaching.
Committed to Learning.
Committed to You.
Howard Hook is pleased to present a financial planning workshop to the AWIR community. He’s a firm believer in the adage “Knowledge is Power,” and commits many hours to ensuring that his clients understand every strategy and available option to achieve their personal and financial goals. He works tirelessly to help every client achieve and maintain financial independence.Â
Meet Senior Wealth Advisor, Howard Hook

Howard Hook, CFP®, CPA, CAP®
Let's Talk About Your Future
Are you confident you can retire comfortably whenever you want?
Do you have a comprehensive financial plan that goes beyond investment management and retirement planning?
Every day, we work to ensure our clients can achieve their dreams and feel secure about their financial future. Let’s have an informal conversation about what you need and how I can help.
Recent Insights From Our Advisors
Our advisors are frequently publishing new articles related to all aspects of finance and wealth management.
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Trump Accounts Are Now Open: What Parents and Grandparents Should Know
Trump Accounts offer a new way to invest for a child’s future, but families should understand the rules, taxes, and...
What Happens to Your HSA When You Die?
What happens to your HSA after your death depends largely on whether the beneficiary is your spouse, another individu...
QR Code Scams Are Everywhere: Here’s How to Stay Safe
QR codes make everyday tasks faster and more convenient, but they’re also becoming a favorite tool for scammers...
The Hidden Cost of Inflation in Retirement
Inflation may not create an immediate crisis, but over a long retirement, it can quietly erode purchasing power, incr...
Employer Beliefs May Not Match Worker Reality
Workplace realities may look different for today’s employees than many employers realize.
...Should Investors Buy Energy Stocks During Times of Global Uncertainty?
Darren Zagarola discusses energy investing, geopolitical headlines, and the importance of staying focused on long-ter...
Howard Hook Honored by Beta Gamma Sigma
Congratulations to Howard Hook on two special honors from William Paterson’s Cotsakos College of Business.
...Think 529 Plans Are Just for College? Think Again.
529 plans now cover far more than college tuition, including K–12 schooling, apprenticeships, trade programs, and m...
How to Use Your 529 Plan to Pay for Studying Abroad
Studying abroad may be more affordable than many families realize. Learn how 529 plans can help cover eligible intern...









