The HB Difference
As a national independent wealth management firm that provides fiduciary, fee-only investment management and financial planning services, HB Wealth Management is dedicated to serving as the leader of the financial team for our clients.
Many firms say that they serve clients in some way related to financial issues, but we have identified six key areas that we believe differentiate us from our competitors which we have summarized below as The HB Difference.
Fiduciary, Comprehensive, and Personal Wealth Management – Delivered With The HB Difference
Learn more about how we built HB to align our services with what you want from a wealth management firm.
Fiduciary
"I want an advisor who is acting in my best interest at all times, period."
We founded our firm in 1989 based on this core principle.
Expertise
"I want real knowledge on my financial team, not salespeople pretending to be advisors."
The majority of our client service professionals hold or are seeking the CFP® and/or CFA designations.
Alternatives
"I want more than just plain vanilla stocks and bonds in a portfolio personalized for me."
Our investment experts source and analyze compelling private alternative investments to target improved long term performance in combination with our traditional investments.
Comprehensive
"I want someone to help handle everything in my financial life, saving me time and money."
We serve as your family CFO, handling your investments and planning issues big and small.
Technology
"I want the latest technology to make my life easier."
We have invested in industry-leading financial planning and investment reporting software to make meetings simpler and give you easy online 24/7 access.
Personal
"I want real people advising me now and in the future to help me stay on track."
We believe in high touch service and personal relationships. We serve you with a team of people who are committed to working with you for the long term.
*Past performance is not a guarantee of future results for any investment. Private alternative investments are not for every client. An individual must be qualified to invest in a private investment based on their net worth and/or other criteria, and they may qualify to invest in some alternative investments while not be allowed to invest in other alternative investments. Alternative investments are not risk-free and there is no guarantee of achieving attractive performance compared to similar liquid investments. Risks associated with investments in private alternatives include the illiquid nature of such investments, risks associated with leveraged investments, manager-specific risks, sector-specific risks, and in certain cases geographical risk, as well as the risk of loss of principal.
At HB we strive to provide the highest level of service to our clients by helping to alleviate concerns and questions around your families’ personal and financial needs. These six differentiators help us focus on providing the peace of mind your family is looking for to stay on track, provide a comfort level, and deliver on the expertise to keep your financial goals on track.