THE WOODLANDS, TX — HFG Wealth Management has been serving clients for 35 years, building relationships with individuals, families, and small business owners that span time and generations. Every day, we are helping them live the lives they desire while also pursuing their financial goals. We want to take this milestone moment to celebrate our progress and share how our approach has made a difference in so many lives.
Celebrating 35 Years of Experienced Advice Serving all of Your Financial Needs!
What Sets Us Apart?
There are plenty of financial firms out there, so what is it that has led to our three-plus decades of success? We believe what sets us apart is that we exist to serve our clients wholeheartedly, making the client experience our highest priority. We are professionals who dedicate ourselves to granting our clients the peace of mind that comes with having an advocate who is actively planning for their future, and subsequently implementing a smooth, and stress-free process. We handle each interaction with professionalism, integrity, knowledge, and attention to detail. With 35 years of experience, we know what our clients want and deliver it better than anyone else.
Our Team Approach
Our lives have become increasingly more complex. Now, more than ever, it’s incredibly important to have a full array of expert specialists surrounding you, and HFG Wealth Management makes that happen by partnering with:
• Attorneys: If you know you want to leave a legacy for your loved ones, our attorney partnerships can help you create a will and take care of the legal aspects of estate planning.
• Accountants: Taxes can make or break your financial situation. The best person to make sure you are optimizing your finances by minimizing your taxes is a CPA.
• Trust companies: If you need assets managed or transferred, we work with trust companies, even offering negotiated discounts due to the size and volume of our firm.
• Local car dealers: VIP car buying may not be something you think about being associated with a financial firm, but we want to help our clients with every part of their lives, and that includes car buying! We network with local dealerships to make the experience as seamless as possible.
Realtors and mortgage brokers: We can help you with every stage of the home-buying process, from connecting you with credible realtors and helping you shop rates with mortgage brokers and bankers.
• Insurance agencies: From long-term care to life insurance to disability insurance, we can help you find the answers you need and integrate your decisions into your big-picture financial plan.
Our commitment to provide exceptional client service has propelled HFG Wealth Management to be recognized for our efforts.
Celebrating the Journey
Thanks to our incredible clients, hardworking team, and passion for an unparalleled client experience, HFG Wealth Management has recently been awarded:
Five Star Wealth Manager Award 2012-2019
Top 25 Houston-Area Wealth Management Firms & Practices
2019 BBB Award for Excellence and Winner of Distinction
2019 Top RIA Ranking by Financial Advisor
Serving Our Communities
Our corporate culture includes a desire to be actively involved in the communities in which we live and serve. Over the years, we have continually engaged in a wide-ranging variety of community service opportunities, including but not limited to:
• The Woodlands Area Chamber of Commerce
• Greater Magnolia Parkway Chamber of Commerce
• Conroe Lake Conroe Chamber
• MozParks Foundation
• New Danville
• March for Babies
• MS Society
• WoodsEdge Community Church
• Habitat for Humanity
• Economic Outlook Conference
• Lone Survivor Foundation
• Clint Capela CC15 Foundation
• Air1 Positive Hits
• Bridgewood Farms
• Education for Tomorrow’s Alliance (EfTA)
• YES to Youth!
• The Woodlands Family YMCA
• Interfaith of The Woodlands
• Junior League of The Woodlands
• The Woodlands Christian Academy
• John Cooper School
• Magnolia Education Foundation
We are proud of our decades of service and look to the future with excitement! To inquire about any of our unique offerings, or to introduce yourself, give us a call at 832-585-0110 or email us at email@example.com.
About HFG Wealth Management
HFG Wealth Management, LLC is an independent financial planning and wealth advisory firm serving individuals, families, and business owners in The Woodlands and nationwide. HFG is committed to building meaningful relationships with clients that seek to span time and generations, helping clients live the lives they desire while also helping achieve their financial goals. Founder and CEO Larry A. Harvey, ChFC, with 35 years of experience and leading a team of experienced financial planning and support professionals, takes a highly personalized approach to financial guidance. HFG Wealth Management has integrated the complexity of financial life planning and investment management services into a customized wealth management offering. HFG is committed to keeping clients balanced, yet seeks to be flexible in response to constantly changing market conditions, all while providing ongoing support to help clients maintain a disciplined approach to realizing their financial objectives. To learn more about HFG Wealth Management, connect with them on LinkedIn.