Professional Service Practitioners
Expert Fiduciary Guidance for Accomplished Professionals
Accomplished professionals in demanding fields come to us with high expectations, and we seek to meet them with clarity and objectivity. Top service providers demand intellectual rigor, time efficiency, and objective advice. We partner with high-achieving professionals, offering wealth advisory services that complement their expertise.
Making Wealth Work for Busy Practitioners
Fiduciary Partnership & Counsel
As fee-only fiduciaries, we are focused on acting in your best interest, providing transparent, data-backed advice that respects your intellectual capacity and helps you navigate complex financial decisions without the potential conflicts that can come with proprietary products or commissions.
Integrated Tax Optimization
We can work with your tax advisor to help with tax planning strategies that go beyond the basics, specifically addressing complex income streams, equity compensation, and potential business ownership structures designed to maximize your wealth and minimize tax liabilities.
Time-Saving Administrative Support
Our administrative services are designed to offload the burden of financial details and paperwork, allowing you to reclaim valuable time for your practice and personal life.
Retirement Planning
HB Wealth can work with you to develop a retirement plan that factors in your high income and unique career trajectory. For those with their own practices, we can review retirement plan options that might be a fit for you and your business.
Strategic Investment Management
We design personalized portfolios based on your unique circumstances and investment objectives and can work directly with your firm's compliance department if needed to navigate and honor any trading restrictions you may have.
Specialized Insurance & Risk Management Review
We can review your unique risk management needs, including critical areas like personal liability and disability coverage, ensuring you're adequately protected against professional and personal risks.
Find a Specialist Wealth Advisor
HB Wealth offers several experienced wealth advisors who specialize in working with professional service practitioners
This material is not a recommendation, offer or solicitation to sell or purchase any security, and individuals should consult their own advisers before making any investment decisions.