HB Wealth
No reviews yet · Serves Nationwide · Specializes in Business Executives, Athletes & Entertainers, Business Owners/Entrepreneurs
Independent, fee-only fiduciary since 1989. HB Wealth serves business owners, executives, professionals, and families with comprehensive wealth advisory and concierge-level care.
Services
- Alternative Investments
- Asset Allocation
- Business Succession Planning
- Cash Flow Planning
- Charitable Giving
- Education Planning
- ESG/Impact Investing
- Estate Planning
- Executive Compensation
- Exit Planning
- Family Office Services
- Family Wealth Transfer
- Financial Advice & Coaching
- Financial Planning
- Insurance Planning
- Investment Management
- Life Transition Planning
- Pension Planning
- Philanthropic Planning
- Portfolio Management
- Portfolio Rebalancing
- Real Estate Advisory
- Retirement Planning
- Stock Option Planning
Pricing
- Fee-Only Fiduciary Wealth Planning & Management Servicesst — 0.5%–1.25% of AUM