HFS believes wealth management entails developing a life-long and trusted relationship between client and advisor. We use a team approach to develop customized, innovative and flexible solutions. A guiding principle is to provide independent, objective advice in conjunction with best-in-class service.
Every client benefits from working with a wealth manager who acts as their financial facilitator. The wealth manger is a liaison between your accountant, insurance agent, estate planning attorney, etc. Together we identify your goals as well as address your needs and wishes. We then develop and implement a plan for success and provide ongoing progress monitoring to remain on track.
Firm size is one of our many competitive advantages in that we are large enough to provide sophisticated and innovative solutions, yet flexible enough to meet the varying needs of our diverse client base.
Our integrated team of advisors includes financial, accounting, tax, and estate planning professionals. Our team of talented and experienced professionals includes:
Certified Financial Planners™
Certified Public Accountants
Personal Financial Specialists
Chartered Financial Analysts
NAPFA Registered Advisors
We collaborate with you to develop and implement strategies towards achievement of your goals. Ongoing monitoring helps keep the vision intact and success a better chance of reality.