Hemington Wealth Management
Bret Caling is an experienced executive with a robust background in wealth management and financial services. Currently serving as the Chief Operating Officer at Hemington Wealth Management since January 2023, Bret has previously held positions at Robertson Stephens as VP of Technology & Operations, and at Tamarac Inc. in various roles including Trading Consultant and AVP Service Team Manager. Additional experience includes consulting for Envestnet, Inc. and serving as a Financial Assistant at BCT - Bank of Charles Town. Bret Caling holds a Bachelor of Business Administration in Business Administration and Management from Shepherd University.
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Hemington Wealth Management
Hemington Wealth Management provides high net worth individuals and families with a broad range of wealth management services including portfolio management and all areas of financial planning. We are collaborative, accessible and responsive, making it easy for clients to work with our team. •We act as our client’s personal CFO. We lead the coordinated implementation of our client’s investment, retirement, tax and estate plans and monitor them over time. •Our investment philosophy is disciplined and based on empirical evidence and advances in the science of investing. •Our advice is tailored to each client’s needs and objectives.