Concierge-Level Care
We believe in providing high-touch service and fostering personal relationships.
Think of HB Wealth like a concierge medical practice, but for your financial life. Just as concierge physicians dedicate time to get to know you, proactively focus on your well-being, and are available on your terms, we aim to deliver concierge-level financial care that's personalized, proactive, and accessible. We take the time to understand each of our clients, beyond their balance sheets. This helps us provide you with personalized care, when and how you need it.
Accessible Service
Available when you need us, on your terms.
Your Family’s Chief Financial Officer
We are privileged to serve as the CFO of your financial life with care, coordination, and clarity.
Integrated Advisor Collaboration
We act as the leader of your financial team, working closely with other advisors such as CPAs, estate attorneys, and insurance agents.
Time-Saving Support
We handle the details so you can get time back to focus on what matters most to you.
The HB Wealth Way: Providing Concierge-Level Care.
Serving as your family’s Chief Financial Officer, we take responsibility for coordinating your full financial picture, working closely with your other trusted advisors to help ensure aligned, proactive decision-making. Our role as the leader of your financial team means you’re no longer the middleman. We handle the complexity so you can reclaim your time and focus on your priorities. With our concierge-level care, you have a dedicated advisor who knows you, your goals, and your financial life—so you're never navigating it alone.
Financial Team Leader
HB Wealth acts as the hub of your financial life, leading collaboration between all key professionals.
Family CFO Role
Think of us as your personal Chief Financial Officer – a trusted partner overseeing all of your financial matters.
Returning Time Back to You
By coordinating service with your other advisors, we save you from having to act as the "traffic cop."
Orchestrated and Integrated Collaboration
Our team works directly with CPAs, estate attorneys, insurance agents, and other trusted advisors to align decisions and avoid missteps.
Aligned With You
As fee-only fiduciaries, our responsibility is to always act in your best interest.
Availability That Matches Your Life
You can count on us to be there wherever and whenever you need us – accessible on your terms and timeline.
Personalized Plans
Personalized planning means investing the time to understand your goals and values and customizing financial strategies that work for you.
Real Relationships, Not Transactions
Clients often say we feel like family. That’s because we don’t clock out. We stay involved, committed, and connected.
This material is not a recommendation, offer or solicitation to sell or purchase any security.