Secure File Upload
Welcome to the secure file upload page for Hanke & Apolonio Wealth Advisors. Whether you’re a prospective client preparing for your initial consultation or an existing client sharing updated information, this portal ensures your documents are transferred safely and securely.
For Prospective Clients
To help us prepare for your initial consultation, we kindly request that you upload any of the following documents in advance. While not required, these materials can greatly enrich our conversation and allow us to offer more tailored insights during our meeting:
- Brokerage statements (individual, joint, IRA, or trust accounts)
- 401(k), 403(b), and other employer-sponsored retirement account statements
- Mortgage statement
- Recent pay stubs
- Most recent tax return
- Social Security benefits statement (available at SSA.gov)
- Household budget or spending plan, if available
For Existing Clients
If you’re an existing client updating your records, providing new documents, or responding to a request from our team, please use the upload button below.
Privacy and Confidentiality
Your privacy is important to us. Please review our Privacy Policy to learn more about how we protect your personal information.
If you would like our office to sign a non-disclosure agreement (NDA) before sharing documents, we are happy to accommodate. Please email us at contact@haawealth.com with your request.
Thank you for trusting Hanke & Apolonio Wealth Advisors. We look forward to supporting your financial journey.