Comprehensive Advice
We serve as your family CFO, handling your investments and planning issues big and small.
At HB Wealth, comprehensive advice means exactly that. Our clients experience not only one advisor, but a dedicated team of professionals working in sync with complementary expertise to help steward your financial life. Our professionals offer advice across investments, wealth strategy, tax efficiency, and estate planning. Your dedicated advisory team is committed to staying up-to-date on evolving laws and strategies, working to ensure your financial plan is optimized to align with your goals and circumstances.
Holistic Approach
We deliver guidance that spans your financial life, integrating investment management and financial planning to meet the evolving needs of you and your family.
Access to Multidisciplinary In-House Expertise
As an HB Wealth client, you can benefit from a team of in-house specialists across tax planning, estate strategy, retirement planning, and multigenerational wealth, all working together to support your goals.
Fee-Only, Aligned Partnership
All of our expertise is included as part of our fee-only fiduciary model. Our recommendations are designed to be free from product sales or hidden incentives and focused on aligning our advice with your best interests.
Family CFO and Family Office Services
Acting as the CFO for your family, we help coordinate your full advisory network of CPAs, attorneys, and other trusted advisors while working to deliver concierge-level service and select family office capabilities, all under one roof.
Wealth Advisory Services Built for You
We have developed our financial planning capabilities to reflect the real complexity of managing wealth, and the understandably high expectations that come with it. No two plans look the same — because no two clients are the same. Whether you're a business owner planning for succession, a corporate executive navigating equity compensation, or a multi-generational family focused on legacy and education, we tailor our services and advice to reflect your specific needs, goals, and life stage. Our advisors draw on the full depth of our in-house expertise to develop financial strategies built for you.
Wealth Forecasting
We use interactive lifetime wealth forecasts to help you visualize your financial trajectory and test investment management plans in real time so you can make informed decisions based on your situation and goals.
Tax Planning
Our tax planning capabilities seek to help you minimize liabilities and optimize timing, helping to uncover potentially overlooked ways to keep more of what you earn and invest with greater efficiency.
Estate Planning
We collaborate with your legal team on estate strategies designed to reduce future tax burdens, meet your philanthropic goals, and ensure your wishes are honored for generations to come.
Charitable Giving
Whether you give through a donor-advised fund, private foundation, or tax-efficient gifting, we can help to align your philanthropic values with strategies designed to maximize impact.
Retirement Planning
We work with you to model various retirement scenarios, considering lifestyle goals, income needs, inflation, and future healthcare costs so you can develop a clear path to retirement on your terms.
Education Planning
From 529 plan options to planning for future college costs, we can help you with strategies designed to fund education for your children or grandchildren.
Insurance Planning
We can review and assess your insurance coverage through a holistic financial lens, helping you identify gaps, avoid excess, and protect your assets and family from potential risks.
Multi-Generational Planning
We can help you pass on more than assets through meaningful facilitated conversations, developing structures and strategies designed to support future generations while preserving your values and vision.
This material is not a recommendation, offer or solicitation to sell or purchase any security.