Welcome to HFS Wealth Management

HFS Wealth Management has counseled individuals, families, business owners and institutions in matters related to growing,  protecting and managing wealth since 1994. Our mission is to provide superior wealth management services with an elevated level of service and uncompromising integrity.  
We take pride in knowing our clients not only on a financial level but on a personal level as well.  Each client relationship is treated as a trusted partnership.  We are in the business of helping people and have developed a team based approach to deliver objective, customized, innovative and flexible solutions. Our integrated team of advisors includes financial, investment, tax and estate planning professionals.
Expect an uncommon level of service with uncompromising integrity.  

HFS clients can expect:

More than just Investment Managers
We help clients invest and grow their wealth but also strive to deliver  much more than just investments. We offer a comprehensive approach that addresses the full spectrum of our clients’ needs.  It may be a question about a potential investment or about the financial considerations of placing a loved one in a nursing home. In any case, we are here to listen to your needs, analyze your options and provide actionable advice.

Focus on Execution
Great results are rarely achieved without great execution.  Likewise, a successful financial plan is rarely achieved without quality execution.  Plan creation is merely the first step in the financial planning process, and its benefits are marginalized without successful implementation.  We take pride in being both the architect of your financial plan and the agent to see your plan through. 

Acting in Your Best Interests
Financial advice should be independent and objective. An objective advisor serving the interests of the client should aim to mitigate any conflicts that might otherwise influence advice. We accept no commissions and receive no third-party compensation for product recommendations.  The only fees we are paid are from you, and, as such, we only work for you.  We sit on the same side of the table as you and provide objective advice in the decisions we help you make.

Helping to Simplify Your Life
Having wealth can be complicated and managing it can take considerable time and effort. By advising on the spectrum of financial complexities that are inherent with wealth, we simplify the financial lives of our clients leaving them free to manage their most precious asset – time.

Ongoing Service and Support
As your life progresses, chances are your situation and priorities, the political landscape and economic variables will change.  As your advisor, our job is to stay abreast of these changes and help you make adjustments to your plan over time.  Our commitment is to provide dedicated service and treat every relationship with the attention it deserves.
HFS Wealth Management is the Wealth Management division of Howard Financial Services, LTD (HFS). HFS is a registered investment advisor. Registration as an investment advisor does not imply a certain level of skill or training. HFS Wealth Management is a member of National Association of Personal Financial Advisors (NAPFA), the leading organization of fee-only, comprehensive financial planners in North America.  NAPFA members are held to the industry’s highest standards of objective compensation, education, experience, and fiduciary responsibility. HFS Wealth Management is also a member The Financial Planning Association ® (FPA®), the premier resource for the public to find a financial planner who will deliver advice using an ethical, objective, client-centered process.