Oak Street Financial
Hugo M Alves
Wealth Management Advisor|CFP®
About Me
My team and I have been serving clients in a financial planning capacity since 2009. Prior to that I spent 8 years in the hedge fund industry, working with institutional clients, fund companies, and endowments. As I began my own wealth journey, I found the financial planning process both valuable and empowering. This was the catalyst for a shift in focus to providing comprehensive wealth management to individuals and their families.
In 2013 I earned the CERTIFIED FINANCIAL PLANNER™ professional designation, the recognized standard of excellence for competent and ethical personal financial planning. I have a degree in economics from the University of Connecticut and live in New Canaan, CT with my wife Maria and our three wonderful daughters. I currently serve on multiple boards including as Chairman of the New Canaan Board of Education and in my free time enjoy travel, theater, food and wine.
My Mission & Focus
My mission is to help others get the absolute most out of life by enabling them to spend more time doing what they love and are great at. I believe one’s life purpose and passion need to be at the center of their financial plan. The result is a plan based on your vision, not simply your balance sheet.
This starts with helping you become clear in your objectives by identifying and prioritizing what matters most and understanding what’s possible.
My disciplined approach integrates: Cash flow analysis, Investment management, Risk management, Tax minimization, Distribution strategies & Legacy planning
We bring accountability in an ongoing, collaborative process. Together, we will evolve your plan as your life evolves, while also monitoring economic trends and legislative developments.
Underlying everything we do is a commitment to acting as a fiduciary by putting your interests first and providing the highest level of service to make your experience with us easy and enjoyable.
Financial Planning
Insurance Protection Strategies
Investment Planning & Strategies
Tax-Efficient Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Business Planning & Succession
Estate Planning
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
New Canaan Board of Education
In my third year of service on the BOE, I am currently Board Chairman.
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
