Bill Hammer Jr. CFP®
At a Glance
- 18 years working with high-net-worth founders, owners, and senior executives
- Focus on pre- and post-liquidity planning, concentrated equity, and business-driven wealth
- Provides ongoing investment management plus coordinated tax, estate, cash flow, and deal planning
Bill is the founder of Hammer Wealth Group. He provides wealth and investment management for clients whose balance sheets are dominated by a business, real estate, or a concentrated equity position. His work centers on helping them make sound decisions across taxes, estate planning, cash flow, portfolios, and deal structure so a small number of big choices don’t undo years of work.
Many of Bill’s clients engage 6–24 months before a major liquidity event or right after one. He helps them think through deal terms, timing of liquidity, tax and estate implications, and how to translate a concentrated business or equity position into a long-term plan and investment portfolio, in coordination with their CPAs, attorneys, and other advisors.
Before founding Hammer Wealth Group, Bill was a classical conductor and two-time Grammy Award winner (Best Classical Album and Best Choral Performance). His work today shares many of the same demands: bringing together specialists, managing complexity, maintaining attention to detail, and guiding important decisions from planning through execution.