Artist, friend, Author, financial leader, CFP, CIMA.

get to know suzanne hazlett.

Suzanne is the force behind Hazlett Wealth Management. With a strong commitment to helping her clients achieve their financial goals, Suzanne combines her extensive knowledge of investment strategies and a deep understanding of the local economic landscape to provide tailored financial solutions for her clients.

Suzanne's passion for financial well-being and her local expertise make her a trusted advisor for individuals seeking financial stability in both the Wood River Valley and nationwide.

how it started

“I always knew I wanted to help others reach their potential.”

Earlier in life, Suzanne, pursued a career in direct patient care. Armed with a degree in biology, with an emphasis on pre-med studies, she dedicated years of her life as a medical technician.

discovering purpose

However, as she ventured further into the healthcare industry, she realized a troubling truth – many professionals were trapped in a cycle of unhappiness. The very industry that held the promise of healing and betterment often left its own practitioners feeling unfulfilled.

Undeterred, she decided to pursue a higher education in business, earning an MBA that opened the door to new horizons. It was during this business school journey that she stumbled upon her true calling – financial planning and portfolio management. In this field, she discovered a sense of purpose unlike what she discovered in the healthcare industry.

“With every referral or new client she encountered, she viewed it as a new journey.”

The processes in financial planning resonated deeply with Suzanne. Much like in healthcare, where practitioners don't rush to diagnose but instead invest time in asking questions, conducting tests, and deducing the best course of action, wealth management followed a similar path. It was about taking the time to understand, analyze, and prescribe personalized solutions.

From discovery meetings, pivotal one-on-one sessions, the gathering of key financial information, and creating a customized roadmap – all these elements help paint the comprehensive picture of service Suzanne provides her clients.

At her core, Suzanne is a firm believer of this combination: the art of genuine understanding, and an unwavering commitment to nurturing the financial well-being of her clients.

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 an industry that can easily become overwhelming!

The Hazlett Formula

Dreams

+

Expertise

prosperity

The Hazlett Ethos

Hazlett Wealth Management operates with a focus on delivering comprehensive financial planning solutions tailored to your unique needs. With a strong emphasis on saving our clients time, our goal is to simplify your financial journey, allowing you to focus on what matters most. We pride ourselves on educating younger generations, empowering them to make informed financial decisions and cultivate a solid foundation for a prosperous future. Explore our custom-tailored investment plans designed to help you achieve your long-term goals with confidence

Meet the Team