get to know suzanne hazlett
Suzanne is committed to helping her clients achieve their financial goals. She combines her extensive knowledge of investment strategies with a deep understanding of the local economic landscape to provide tailored financial solutions.
Suzanne's passion for clients’ financial well-being and local expertise make her a trusted advisor for individuals seeking financial stability.
Artist, friend, author, financial specialist —
MBA (Master of Business Administration),
CFP (Certifed Financial Planner™),
CIMA (Certified Investment Management Analyst®).
A career of service
Suzanne initially pursued a career in direct patient care. After earning a degree in biology, with an emphasis on pre-med studies, she became dedicated to working as a medical technician.
discovering purpose
As Suzanne ventured into healthcare, she recognized many individuals were unhappy with an industry that promised healing and betterment but often left its practitioners unfulfilled.
Undeterred, she decided to pursue a career in business, earning an MBA that opened the door to new opportunities. During her business school journey, she realized that financial planning and portfolio management gave her a sense of purpose, unlike what she encountered in the healthcare industry.
Every client encountered
offers an opportunity
for a new journey
Suzanne resonated with the processes in financial planning. As in healthcare, practitioners don't rush to diagnose but instead invest time in asking questions, conducting tests, and determining a course of action. Wealth management should follow a similar path. It is about taking the time to understand, analyze, and prescribe personalized solutions.
Discovery meetings, pivotal one-on-one sessions, gathering key information, and creating a customized roadmap are all elements that help Suzanne paint a comprehensive financial picture.
At her core, Suzanne believes in the art of understanding and is committed to developing her clients' financial well-being.
In her eyes, every step mirrors the care, precision, and dedication displayed by a healthcare provider tending to the well-being of their patients: a unique approach to the financial services industry.
The Formula
Dreams
+
Expertise
The PHILOSOPHY
Hazlett Wealth Management delivers comprehensive financial planning solutions tailored to your unique needs. We strongly emphasize saving your time and aim to simplify your financial journey, allowing you to focus on what matters most. We pride ourselves on educating all generations, empowering them to make informed financial decisions, and cultivating a solid foundation for a prosperous future. Explore our custom-tailored investment plans designed to help you confidently
achieve your long-term goals.