HBW Partners

Welcome to HBW Partners, a trusted financial services firm dedicated to assisting our clients in making the wisest choices possible with their financial resources. Our mission is to help you gain financial success, as we firmly believe that "Money is not the only answer, but it makes a difference."

Led by Jorge Meza ChFEBC, our team has nearly two decades of experience in the financial industry. We specialize in investment advisory services, long-term care insurance, life insurance, stocks and bonds, mutual funds & EFT's, living trusts, disability insurance, and philanthropy. We take pride in offering personalized strategies tailored to your unique values and goals.

Jorge Meza ChFEBC is an independent Investment Advisor Representative, working for you and your best interests. Our team of specialists and network of professionals work collaboratively to establish your specific wealth strategy, ensuring market competency, integrity, and trustworthiness.

Our Services

*Investment Advisory Services*: Our investment advisory services aim to help you build a solid financial foundation. We offer customized strategies based on your financial goals, risk tolerance, and time horizon. We utilize various investment instruments, such as stocks, bonds, mutual funds, and EFT's, to create a well-diversified portfolio.

*Insurance Services*: Our insurance services are designed to protect you and your loved ones from unforeseen circumstances. We offer life insurance, long-term care insurance, and disability insurance, ensuring that you are financially secure in the event of an illness, injury, or death.

*Living Trusts*: Living trusts offer a way to manage your assets during your lifetime and distribute them after your death without going through probate. We can help you set up a living trust that reflects your wishes and provides for your beneficiaries.

*Philanthropy*: We believe in giving back to the community and helping others. Our philanthropy services can help you make a positive impact on the causes that matter most to you.

Our Commitment

At HBW Partners, we are committed to providing you with the highest level of service and expertise. We understand that every client has unique financial goals and values, and we work closely with you to create a personalized wealth strategy.

We are dedicated to helping you achieve financial independence, confidence, and success. Your legacy is our priority, and we strive to make a difference in your life and the lives of those you care about.