![]() ![]() Using information from SEC annual reports, press releases, financial publications and other research materials, HFG develops detailed investment strategies using long- and short-term purchases. By conducting several meetings with you and thoroughly gathering information, advisors craft custom investment and financial plans that help address every facet of your long- and short-term goals. ![]() HFG Wealth Management places your financial needs and objectives at the center of your client-advisor relationship. HFG Wealth Management Investment Strategy Invested assets are managed on a discretionary basis. HFG provides comprehensive wealth management services to its clients. While each client relationship is comprehensive in nature and generally involves both financial consulting and investment advising, each are available on their own. Harvey holds a chartered financial consultant (ChFC) designation. He is currently the CEO of the firm and its principal owner. Harvey founded HFG Wealth Management in 2008. Despite the potential conflict of interest this creates, the firm is bound by fiduciary duty to act in your best interest. HFG also institutes a $15,000 minimum annual fee.Ĭertain employees of HFG Wealth Management are licensed to sell insurance products for a commission, making this a fee-based firm. You'll need a minimum of $1 million in investable assets to open an account at this firm. HFG also advises corporations, charitable organizations and retirement plans. The firm's financial advisors manage this money for a client base consisting mostly of individuals (including both those with and without a high net worth). The first firm on our list is HFG Wealth Management. The qualifying firms were then ranked according to the following criteria: Next, we filtered out firms that don't offer financial planning services, those that don't serve primarily individual clients and those that have disclosures on their record. To find the top financial advisors in The Woodlands, we first identified all firms registered with the SEC in the city. Wealth Management Consultants Colorado, LLC Investment consultation for invidivuals.Let us help match you with up to three vetted fiduciary financial advisors. ![]()
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