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
Our dedicated philanthropy team organizes meaningful service projects throughout the year. Our employees regularly participate in offsite volunteer events, partnering with local nonprofits to support meaningful causes and strengthen our communities. Whether lending a hand at food banks, helping restore public spaces, or sharing professional skills with charitable organizations, our team is proud to contribute time and energy to make a positive impact beyond the workplace. These experiences not only benefit the communities we serve but also bring our employees closer together, reinforcing our shared values of service, teamwork, and compassion.
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.
