Holt Wealth Management
@holtwealthmanagement.org
Looking for a fiduciary advisor? We put your interests first, legally and ethically. Expert retirement planning built on trust and honest guidance.
Holt Wealth Management's Company Logos
Holt Wealth Management's Brand Colors
Hex Code
Color name
RGB
HSL
CMYK
#C0D350
Turmeric
192, 211, 80
69, 60, 57
9, 0, 62, 17
#425A3E
Tom Thumb
66, 90, 62
111, 18, 30
27, 0, 31, 65
#F0F49C
Sandwisp
240, 244, 156
63, 80, 78
2, 0, 36, 4
About Holt Wealth Management
Holt Wealth Management is a Gadsden, Alabama-based financial advisory firm focused on helping clients make informed decisions about their money and prepare for retirement. The firm emphasizes its fiduciary commitment, stating that its advisors are legally and ethically obligated to put clients’ interests first. Its approach centers on trust, partnership, honesty, and personal responsibility, with an aim to build long-term relationships through candid, attentive guidance.
Holt Wealth Management offers retirement planning support for people preparing to retire or assessing whether they are on track. The firm also invites clients to request a complimentary second-opinion review of their investments and insurance. Its team includes founder and Wealth Advisor JD Holt, CPFA, Wealth Advisor Baylor Millhoff, Client Relations Specialist Madelyn Moore Wright, and Wealth Assistant Lacey Rich Rainey.
The firm provides client access through online portals and investment platforms, including CIRStatements, Wealthscape Investor, and SEI. Securities are offered through registered representatives of Cambridge Investment Research, Inc., while advisory services are provided through Cambridge Investment Research Advisors, Inc.
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