WELCOME TO HFS WEALTH MANAGEMENT

HFS Wealth Management is a trusted advisory firm that has counseled affluent individuals, families, business owners and institutions since 1994. Our goal is to help simplify and optimize our clients’ financial lives leaving them free to manage their most precious asset – time.

WHAT WE DO

We provide three primary wealth management services:  Planning, Consulting and Investments.  The services are offered through a comprehensive wealth management  program covering all disciplines or more directly addressing a focused  need.    
PLANNING
A goal without a plan is just a wish
  • Retirement and retirement income planning
  • Estate planning
  • Cash flow analysis & management
  • Risk management 
  • Income tax planning
CONSULTING
Financial advice doesn’t always fit in a box
  • Strategic business consulting
  • Business succession consulting
  • Foundation & endowment planning
  • Tax mitigation planning
  • Pre-marital financial planning
  • Pre and post divorce planning
INVESTMENTS
A unique approach tailored to meet your needs
  • Investment due diligence and research
  • Portfolio design and implementation
  • Traditional  and alternative investing
  • Public and private investments
  • Ongoing monitoring, management and reporting
Picture
Picture