Your home for expert eye care - where compassion meets precision
At HFG Wealth Management, we are committed to providing comprehensive, fee-only wealth management services to a select group of families, business owners, and affluent individuals. As an independent Registered Investment Advisor, we have been dedicated to serving our clients' best interests for over 35 years. Our founding principle is simple: we put our clients' needs above all else. This steadfast commitment has been the cornerstone of our success, allowing us to build long-term relationships and provide exceptional service to our clients.
Our Approach
We believe in a holistic, personalized, client-focused approach to planning, managing, preserving, and transferring wealth to the next generation. Our time-tested, consultative investment process is designed to provide a disciplined path toward achieving our clients' financial goals. We understand that every client is unique, and therefore, we tailor our investment strategies to fit each client's individual needs and circumstances. Our approach is built on a foundation of transparency, integrity, and trust, and we are dedicated to helping our clients achieve financial clarity and peace of mind.
Our Services
At HFG Wealth Management, we offer a comprehensive range of services designed to help our clients achieve their financial goals. From investment planning and management to tax strategy and estate planning, we provide personalized guidance and expert advice to help our clients navigate the complexities of wealth management. Our services include investment planning, tax strategy, estate planning, insurance planning, college planning, and business coaching, among others. We are committed to providing our clients with the highest level of service and expertise, and our team of experienced professionals is dedicated to helping our clients achieve financial success.
What Sets Us Apart
At HFG Wealth Management, we believe that our clients' financial plans should be as unique as they are. That's why we take the time to understand our clients' goals, values, and circumstances, and tailor our investment strategies to fit their individual needs. We are committed to providing exceptional service, expert guidance, and unbiased advice to help our clients achieve financial clarity and peace of mind. Our commitment to our clients is unwavering, and we are dedicated to helping them achieve their financial goals and dreams.
Positive Comments
HFG has a team that truly understands how relationships build successful positions and overall stability across the markets. They possess positive quality and professionalism.
Negative Comments
However, some clients have been left disappointed by the company's poor communication, high fees, and unresponsive service. One client felt like they were an afterthought, and their money wasn't significant enough to warrant attention. Another client was unhappy with the account performance and the lack of transparency regarding past returns. Fees were also deemed to be exorbitant, with one client suggesting that people would be better off using a robo-advisor.
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