Cook David & Associates

Our Story

Founded in 1989, H.B. Wealth Management has partnered with generations of clients to navigate the complexities of wealth management. We distinguish ourselves by offering a personalized, proactive approach built on trust, expertise, and a deep understanding of your individual needs.

Our Mission

To empower families to achieve financial clarity, security, and growth through comprehensive wealth planning and investment management. We prioritize open communication, collaborative collaboration, and transparent reporting to provide a seamless and personalized client experience.

Our Values

• Fiduciary Responsibility: We prioritize your best interests and act with utmost integrity and transparency in all our interactions.
• Comprehensive Care: We address every aspect of your financial life, from financial planning to investment management and estate planning.
• Personalized Attention: We tailor our strategies to your unique goals, risk tolerance, and financial situation.
• Client-Centered Approach: Open and honest communication ensures a strong and lasting client relationship.
• Collaborative Teamwork: Our experienced team works collaboratively to provide expertise and diverse perspectives.

Our Services

We offer a comprehensive range of services designed to meet your diverse financial needs. These include:

• Financial Planning: Creating a personalized roadmap for achieving your financial goals.
• Investment Management: Tailored investment strategies across traditional and private alternative asset classes.
• Private Alternatives: Access to compelling private investments for improved long-term performance.
• Family Office Services: Comprehensive wealth management for affluent families.
• Charitable Planning: Strategic philanthropy aligned with your values.

Our Approach

We take a holistic approach to wealth management, considering every aspect of your financial life. We work collaboratively with you to:

• Understand your financial goals and aspirations.
• Identify potential risks and opportunities.
• Implement customized solutions to achieve your financial objectives.
• Regularly review and adjust your plan to ensure it remains relevant.

Experience the H.B. Difference

Our team of skilled professionals is dedicated to providing exceptional client service, leveraging industry-leading technology and a personalized approach to wealth management. We are committed to building long-lasting relationships and empowering you to achieve lasting financial success.