Community
Our commitment to serve extends beyond our clients and into the communities we call home.
Rooted in Community, Guided by Purpose
Just as we act as fiduciaries in managing our clients’ wealth, we bring that same sense of responsibility, integrity, and stewardship to our philanthropic efforts.
Philanthropic Engagement
Through HB Serves, our dedicated philanthropy team, we organize meaningful service projects throughout the year. Our initiatives range from an annual firm-wide day of service to hands-on local engagements led by small teams. HB Wealth professionals also take on leadership roles in non-profit organizations, including board and advisory positions, helping to guide mission-driven impact with the same rigor and care we bring to financial planning and stewardship.
HB Wealth Financial Literacy Initiative
At HB Wealth, we believe that long-term community impact begins with access to knowledge, opportunity, and empowerment. That’s why we maintain a specific focus on advancing financial literacy, supporting outreach programs with schools, religious organizations, and charities in the communities where we work, to share our knowledge on important financial planning topics like budgeting, loans, buying a home, investing, saving, and more.
Organizations that are interested in learning more about the HB Wealth Financial Literacy Initiative are encouraged to email us at FinancialLiteracy@hbwealth.com.
Community Service at HB Wealth
Service isn’t an extracurricular activity at HB Wealth, it’s an essential expression of our core value, “Pour your heart into it.” We invite you to explore moments from our recent community efforts below.
