At HB Wealth, we believe in a comprehensive approach to wealth management, spanning both wealth advisory services and investment management to meet the specific needs of the clients we are privileged to serve. For more complex situations, including working with multigenerational families and institutions, we offer additional guidance and services.

We believe one of the key advantages of our comprehensive approach and broad range of services is that our clients don’t “outgrow” us. We have long-standing relationships with families who began working with HB early in their careers and, as their wealth has grown, now rely on us for sophisticated family office services. We have intentionally invested in credentialed experts and built a platform designed to work with you through every stage of life, as your wealth grows and your financial issues become more complex.