Press Releases

HFG Wealth Management Named Top Houston-Area Wealth Management Firms & Practices

July 18, 2018
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The Woodlands, TX — HFG Wealth Management, LLC has again been named as a Top Houston-Area Wealth Management Firm & Practices as selected by Houston Business Journal in the July 18, 2018 issue.  The Houston Business Journal published their list of the Top Houston-Area Wealth Management Firms & Practices with investment minimums of at least $1 million. The development of the list is derived from information gathered from questionnaires, SEC filings and HBJ research.

“HFG Wealth Management is honored to be listed again as one of the Top Houston-Area Wealth Management Firms & Practices.  It is a privilege to serve our clients and is made possible by a strong team with dedicated commitment to serving as an independent, objective fee-only wealth management firm,” said Larry Harvey, Founder and CEO of HFG Wealth Management, LLC.

HFG Wealth Management has been located in The Woodlands for over 11 years and is led by Founder and CEO Larry Harvey. Mr. Harvey is a financial advisor and planning consultant with 32 years of experience providing comprehensive and wealth management strategies for individuals, families and small business owners. He is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative who helps a select group of accepted clientele make strategic and informed financial decisions that propel them to achieving their desired lifestyle and financial goals.  Mr. Harvey is also an eight time recipient of the Five Star Wealth Manager Award from 2009 to 2018. This award is achieved by less than 3% of wealth managers in the Houston area.

HFG Wealth Management uses a holistic method of financial planning known as Financial Life Planning™. HFG believes this is a financially effective and personally rewarding approach to creating a practical, lasting financial plan to assist individuals and families in creating a long-term financial vision consistent with their core values. For more information, please visit www.hfgwm.com or call 832.585.0110.

HFG Wealth Management Welcomes Kimberly Willing As Director of Communications

May 22, 2018
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HFG Wealth Management Founder and CEO, Larry Harvey, announced the appointment of Kimberly Willing as the firm’s Director of Communications. As Director of Communications, Ms. Willing will be responsible for overseeing the firm’s public relations, marketing, and communications efforts.

“Kimberly brings a wealth of experience to HFG Wealth Management, spanning a variety of industries in PR and communications, which makes her a great addition to our team again. Her personality and working style make her a great fit for the HFG team, and we proudly welcome her back. There is so much happening in the financial services industry and as the firm continues to grow, we are thrilled to have Kimberly back to help us share these stories with the market in a fresh, modern way,” said Harvey.

Ms. Willing began her career in marketing after graduating with degrees in Advertising/Public Relations and Speech Communication from Texas Christian University, and has worked at various local firms and public relations companies over the past decade

“I am really fortunate to be back with HFG Wealth Management and to further develop my knowledge and experience with the firm. I am excited to share the firm’s message, policies, and communications in innovative ways to our clients and our community,” said Kimberly Willing.

HFG Wealth Management is an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. Led by Founder and CEO, Larry A. Harvey, ChFC® HFG Wealth Management has integrated financial life planning and investment management services into a customizable wealth management offering. Mr. Harvey currently serves as the firm’s Principal and Senior Wealth Advisor and also serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to those firms. Today, HFG Wealth Management is dedicated to providing family office services to affluent individuals, families and business owners nationwide.

For more information about HFG, please visit www.hfgwm.com or call 832-585.0110

HFG Wealth Management Welcomes Matt Harvey as Client Services Associate


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HFG Wealth Management, LLC is pleased to announce Matt Harvey, son of Larry Harvey, Founder and CEO, has joined the firm as a Client Services Associate.

“It is a pleasure to welcome Matt back to Texas and into the HFG family. We are pleased to have Matt become part of the team. His skillset and experience fit well within our company’s strategic plan and it is a true honor to be able to add a family member to the firm. Matt’s passion for wealth management and financial planning will make him a valuable addition and we look forward to his contributions,” said Harvey. “As a firm, we work diligently to make a difference in the lives of our clients and their families, taking a personalized, intentional approach as we shepherd the planning, management, preservation, and transfer of wealth to the next generation,” Harvey continued, “Matt is coming into the firm at a perfect time as we continue our rapid growth.”

As a Client Services Associate at HFG Wealth Management, Matt will contribute to operations, client services, and financial planning. Matt is currently finishing his B.S. in Business Administration through the University of Central Arkansas. Additionally, Matt is currently pursuing his CFP® designation.

“I am grateful to be able to do what I’ve been envisioning doing for a decade as I have watched my father make a difference in so many people’s lives. I am eager to work with the entire HFG team and put my passion for financial planning and wealth management to work side-by-side with my father, continuing the tradition of service and excellence that HFG clients and their families expect,” said Matt Harvey.

HFG Wealth Management is an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. Led by Founder Larry Harvey, ChFC® HFG Wealth Management has integrated financial life planning and investment management services into a customizable wealth management offering. Mr. Harvey currently serves as the firm’s Founder and Chief Executive Officer, serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to those firms. Today, HFG Wealth Management is dedicated to providing family office services to successful professionals, business owners, entrepreneurs, and individuals and families nationwide.

For more information about HFG, please visit www.hfgwm.com or call 832-585.0110

HFG Wealth Management Promotes Cameron Capriotti to Wealth Advisor

March 29, 2018
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Mr. Capriotti takes the next step in assuming more responsibilities and a larger role at HFG Wealth Management,LLC.

Larry Harvey, Founder and CEO of HFG Wealth Management, LLC is pleased to announce Cameron Capriotti, Certified Public Accountant, CPA has been promoted to Wealth Advisor from his prior positions as Associate Wealth Advisor.  Mr. Capriotti began his professional career with KPMG and holds a B.B.A in Accounting and Master’s of Science in Finance from Texas A&M University.

In his new role, Cameron will establish new client relationships in addition to providing advisory services and support to a select group of current clients.

“Cameron’s continued ability to provide the high quality level of service and care our clients have come to know has driven his growth at HFG. Cameron’s unique and integrated financial perspective, combined with his work ethic, personality, and commitment to HFG make him an asset to all of our clients. I have great confidence in his capabilities and leadership skills and we are looking forward to the impact he is going to have in this advanced role. Promoting from within our firm is another example of the commitment to our employees and this newly established position suits Cameron, the firm, and our clients well,” said Larry Harvey.

HFG Wealth Management is an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. Led by Founder Larry Harvey, ChFC® HFG Wealth Management has integrated financial life planning and investment management services into a customizable wealth management offering.  Mr. Harvey currently serves as the firm’s Founder and Chief Executive Officer, serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to those firms. Today, HFG Wealth Management is dedicated to providing family office services to affluent individuals, families and business owners nationwide.

For more information about HFG, please visit www.hfgwm.com or call 832-585.0110

Larry Harvey Named Five Star Wealth Manager Six Years in a Row

July 17, 2017
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The Woodlands-‐ HFG Wealth Management, a fee-only, locally owned and based, fiduciary, comprehensive
wealth management firm, announced Founder and CEO, Larry A. Harvey received the 2017 Five Star Wealth
Manager award by Five Star Professional. This award is the sixth year in a row Mr. Harvey has been
recognized by Five Star Professional. This award is limited to less than 250 advisors in Houston, according to
Five Star Professional and recognizes financial professionals who provide quality and exceptional service to
their clients. This award will be featured in the August 2017 issue of Texas Monthly magazine (Houston
edition).

“I’m honored to be recognized by Five Star Professional for the sixth year in a row,” said Larry Harvey. “It is a privilege and pleasure to work with clients locally and nationally to define their financial goals. I have been fortunate to serve our clients in a way that they truly deserve and I look forward to our continued team
growth and helping more individuals, families and small businesses achieve their financial objectives. Our
team truly is committed to placing our client’s best interest first and providing outstanding, personal service,” Harvey said.

Harvey is a Chartered Financial Consultant (ChFC) and an Investment Advisor and planning consultant with
over 30 years of experience providing comprehensive and wealth management strategies for individuals,
families and small business owners. Harvey holds degrees in Accounting and Business Management from the
University of Tampa and earned his ChFC designation from American College in Bryn Mawr, Pennsylvania. He
is a member of the Financial Planning Association and the Society of Financial Service Professionals and serves
on the boards of various companies as a sought-after advisor, lending his vast knowledge and years of
experience to their firms. Harvey and his wife reside in The Woodlands with their sons.

The Five Star Award program candidates are evaluated against 10 objective criteria to determine the Five Star
Wealth Managers in more than 40 major markets. The Five Star Wealth Manager award process includes
nominations by wealth managers, financial planners and advisors, CPA’s and estate planning attorneys.
Participants in the survey were asked to evaluate only those wealth managers they knew through personal
experience and rated that individual according to criteria such as integrity, service value for fee charged and
quality of recommendations. The Five Star Wealth Manager Award is given to less than two percent of the
wealth managers in the Houston market. The award recognizes service professionals who provide exceptional,
quality services to their clients.

For more information about HFG Wealth Management, please visit www.hfgwm.com or call 832.585.0110.

HFG Wealth Management Welcomes Chuck DeAses, Interim COO and Wesley Chan, Financial Planning Specialist

May 11, 2017
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Larry Harvey, Founder and CEO of HFG Wealth Management, LLC is pleased to announce Chuck DeAses, has rejoined the firm as Interim COO and Wesley J. Chan, J.D. has joined the firm as a Financial Planning Specialist.
As a management consultant, Chuck is responsible for assisting the firm’s executive team with strategic objectives and act in an advisory capacity to the Founder and CEO. He also serves as an intermediary between the team leaders and management as the point person in exploring strategic partnerships and acquisitions.

Wesley has past experience with Pricewaterhouse Coopers and Wolters Kluwer Financial Services FRSGlobal. Wesley holds a B.B.A in Finance from University of Houston, C.T. Bauer College of Business and received a J.D. and M.S. in Personal Financial Planning from Texas Tech University. Wesley minored in International Business while studying abroad at Shanghai University.

Larry Harvey, Chief Executive Officer of HFG Wealth Management said, “Chuck has the unique perspective of previous experience with our firm and can offer insight and guidance into the firm that has been instrumental to HFG, and we are extremely pleased that he is returning.” Harvey continued, “The continued addition of our hires is a sign of an extremely strong management team and growing future. I confident Wesley will continue our model of high quality service to best serve the firm and our clients and brings unique experience to the team.”

HFG Wealth Management is an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. Led by Founder and CEO Larry A. Harvey, ChFC® HFG Wealth Management has integrated financial life planning and investment management services into a customizable wealth management offering. Mr. Harvey currently serves as the firm’s President and Senior Wealth Advisor and also serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to those firms. Today, HFG Wealth Management is dedicated to providing family office services to affluent individuals, families and business owners nationwide.

For more information about HFG, please visit www.hfgwm.com or call 832-585.0110

HFG Wealth Management Named Houston Five Star Wealth Manager

April 17, 2017
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Larry Harvey of HFG Wealth Management Selected To Attend Barron’s Top Independent Advisors Summit

April 3, 2017
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The Woodlands, TX — Larry Harvey, Founder and CEO of HFG Wealth Management, LLC has been selected to attend the Top Independent Advisors Summit hosted by Barron’s magazine. Attendees attend workshops that explore current issues from state of the economy, overseeing high-net-worth accounts and families, to portfolio management and retirement planning. The invitation-only conference is held annually in March.  The Barron’s Top Independent Advisors Summit provides highly detailed and thought-provoking perspectives from top advisors on managing investments, clients and practices.  Much of the content is delivered by members of Barron’s Top Independent Advisors, making this conference an extraordinary opportunity to share thoughts with peers and hear what is on the minds of leading practitioners in the industry as they move forward in the ever-changing market.

This annual conference is the basis for the Top Independent Advisors Summit and the advisors are chosen based on the volume of assets overseen by the advisors and their teams and the quality of the advisors’ practices. The Top 100 Independent Advisors are comprised of Registered Independent Advisors and Advisors from Independent Broker Dealers.

“I am extremely honored to once again be selected to be among the Top Independent Advisors in the country.  I am grateful for the opportunity to gain further insight on how HFG Wealth Management as an independent, objective fee-only wealth management firm can best serve our clients and their needs,” said Harvey.

Larry Harvey of HFG Wealth Management, LLC was one of approximately 400 financial advisors who were either selected by Barron’s or their affiliated firm to participate in the event. For more information about HFG Wealth Management, LLC, please visit www.hfgwm.com

HFG Wealth Management Named Top Houston-Area Wealth Management Firms & Practices  

March 1, 2017
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The Woodlands, TX — HFG Wealth Management, LLC has again been named as a Top Houston-Area Wealth Management Firm & Practices as selected by Houston Business Journal in the February 24 – March 2, 2017 issue.  The Houston Business Journal published their list of the Top Houston-Area Wealth Management Firms & Practices with investment minimums of at least $1 million. The development of the list is derived from information gathered from questionnaires, SEC filings and HBJ research.

“HFG Wealth Management is honored to be listed again as one of the Top Houston-Area Wealth Management Firms & Practices.  It is a privilege to serve our clients and is made possible by a strong team with dedicated commitment to serving as an independent, objective fee-only wealth management firm,” said Larry Harvey, Founder and CEO of HFG Wealth Management, LLC.

HFG Wealth Management has been located in The Woodlands for over 11 years and is led by Founder and CEO Larry Harvey. Mr. Harvey is a financial advisor and planning consultant with 32 years of experience providing comprehensive and wealth management strategies for individuals, families and small business owners. He is a Chartered Financial Consultant (ChFC) and an Investment Advisor Representative who helps a select group of accepted clientele make strategic and informed financial decisions that propel them to achieving their desired lifestyle and financial goals.  Mr. Harvey is also an eight time recipient of the Five Star Wealth Manager Award from 2009 to 2016. This award is achieved by less than 3% of wealth managers in the Houston area.

HFG Wealth Management uses a holistic method of financial planning known as Financial Life Planning™. HFG believes this is a financially effective and personally rewarding approach to creating a practical, lasting financial plan to assist individuals and families in creating a long-term financial vision consistent with their core values. For more information, please visit www.hfgwm.com or call 832.585.0110.

HFG Wealth Management Welcomes Lynn Williams, Client Service Associate

January 17, 2017
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“As part of the continuous growth of HFG Wealth Management and the desire to serve the needs of our clients, I am extremely pleased to introduce a new face at HFG Wealth Management.  Lynn Williams will serve as a Client Service Associate at HFG Wealth Management.  She brings over ten years of experience as a Client Service Associate / Executive Assistant to Financial Advisors in The Woodlands and Conroe areas,”  Larry Harvey, Founder and CEO of HFG Wealth Management said.

As Client Service Associate, Ms. Williams will continue to enhance the client experience by servicing clients and providing operational and administrative support to our team. Her knowledge of firm policy, procedures and technology enables her to interface with clients, anticipate their needs, resolve problems and follow through to provide exceptional service. Ms. Williams takes her responsibility seriously and knows it ultimately means providing our clients with peace of mind.

Ms. Williams graduated from Sam Houston State University with a BS in Psychology and also holds an associate’s degree in journalism.  She began in the newspaper industry serving as a reporter and editor of various Central Texas newspapers until moving to Houston and has been a resident of The Woodlands for 22 years.  She is the proud mother of three and the grandmother of five grandsons.  Aside from her family, genealogy, photography and reading are only some of her passions.

“I thoroughly enjoy working with people and making sure the clients get the best and most expedient service possible and believe my work with HFG positively impacts our clients and their families,” Lynn Williams said.

Please say a warm hello to Lynn the next time you visit or call the office. In the meantime, if you need to discuss anything with us, please contact us at 832.585.0110.

 

 

 

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Copyright © 2018. HFG Wealth Management, LLC. Investment advisory services offered through HFG Wealth Management, LLC – An independent Registered Investment Advisory firm registered with the SEC. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Therefore, any information presented here should only be relied upon when coordinated with individual professional advice. [ more disclosures ]