Uncommonly Thoughtful

About Us
It is our goal to provide comprehensive wealth advisory services to all clients along with the highest level of ethics and customer service. We want our clients, prospects and referral partners to look to us as their trusted wealth advisor.
Guiding Principles
As the complexity of markets and demands on the time of our clients increase, we are committed to being more than your service provider ― we strive to be your valuable and trusted long-term partner and financial guide.
Community Partners
Together and individually we are active in our communities, engaged in non-profit organizations, involved in our schools and sports recreation facilities, participants and supporters of charity events including runs/walks, and supporters of the arts.

Our Services

We have many years of experience and expertise.

Wealth Planning
Our wealth planning team is dedicated to creating financial plans to help advise and guide you on a path to financial success.
Investment Management
We provide investment management consulting services tailored to each client’s individual needs.
Advisory Services
We help you develop a succession strategy that meets the needs of family stakeholders throughout the generations.

Why Should You Work With Us?



Alan Haft

Alan Haft is a nationally recognized financial advisor and commentator who makes frequent appearances in media such as Fox News, Fox Business, CNBC, Money Magazine, The Wall Street Journal, Business Week, USA Today, Forbes, Smart Money and many others.


Thomas W. Hulick, CIMA

Tom is the founding partner of Hulick Capital Management, LLC, dba Holly Street Wealth Advisors and Strategy Asset Managers, LLC. Tom worked for 25 years as a senior wealth advisor and private banker for some of the largest financial and investment firms in the world.

Harold Parker, CMT

Harold Parker, CMT

Harold is a Chartered Market Technician who joined Holly Street in 2016.  He has been an investment professional since 1978. He joined Dorsey Wright and Associates (now a division of NASDAQ) in 1994 as a Sr. Portfolio Manager and has authored several papers on the subject of technical analysis of securities.  

Our Blog

Here we share our insights, commentary, and market outlooks.

Chairman’s Commentary
I very much admire the scholarship of John B. Taylor, Professor of Economics and department head at Stanford University. He is also a Senior
Post Election Commentary
To all of our clients, friends and partners, Holly Street Wealth Advisor’s responsibility is to lead our clients through the maze of uncertainty in
Outlook August 2016
To all of our Holly Street Wealth clients and friends: We hope this quarterly update finds you well. Please find our Holly Street Wealth
May 2015 Outlook
Core Thesis: reasonable US economic progress but increased global volatility BACKDROP: Likely modest 2-3%+ economic expansion. Possible upside from slow European recovery.’ Oil prices
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