Sophisticated Wealth and Asset Management for Complex Financial Needs
Balancing today’s priorities with tomorrow’s goals
"How will this decision affect my family?"
It’s a question you regularly ask yourself. The answers can be different while your family and career are growing versus when your career winds down and you enter retirement. Especially when you have a complex financial profile that might intimidate typical wealth management firms.
Are you increasingly thinking about estate and legacy planning?
Would you like to explore new investment opportunities that align better with your goals?
Are you increasingly thinking about estate and legacy planning?
It’s okay, take a deep breath.
We’re here to replace that uncertainty with clarity and confidence.
We are an independent, privately-held
wealth management firm
Partnering with HFS Wealth Management means you’ll receive the individual attention you want. You’ll work with a trusted advisor that is backed by a team with invaluable expertise in financial planning. At HFS, decision makers are in-house which leads to an efficient, responsive client experience. As a fee-only registered investment advisor, we act as a fiduciary and put your interests at the forefront of everything we do.
Your own in-house private investment team
HFS has a private investment affiliate – HFS Capital Partners – that executes proprietary strategies predominantly within real estate and energy. Since 2013, HFS CP has invested over $450 million of equity on behalf of its investors. Firm principals actively invest alongside clients in HFS CP investments.