Press Releases

HFG Wealth Management Welcomes Kimberly Van Pelt, Client Service Associate

December 28, 2017
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“As part of the continuous growth at HFG Wealth Management and the desire to serve the needs of our clients, I am extremely pleased to introduce a new hire at our firm. Kimberly Van Pelt will serve as a Client Service Associate at HFG Wealth Management.  She brings with her over ten years of experience serving clients from within the real estate and insurance industries” Larry Harvey, Founder and CEO of HFG Wealth Management said.

As Client Service Associate, Mrs. Van Pelt 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. Mrs. Van Pelt takes her responsibility seriously and knows it ultimately means providing our clients with peace of mind.

“I am excited for this new challenge within HFG Wealth Management and am pleased to join the team and further develop my knowledge with such an established advisory firm.  I am extremely fortunate to become a part of such a respected company that prides itself on quality service for their clients and strong financial knowledge.  It is truly an honor to be working here,” said Kimberly Van Pelt.

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 Principal 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 announces promotion of Kevin Bruce to Chief Investment Strategist

September 29, 2017
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I am pleased to announce Kevin Bruce, Chartered Financial Analyst, (CFA) has been promoted to Chief Investment Strategist and Chief Compliance Officer. Since joining HFG two years ago, Kevin has served as a Wealth Advisor and Investment Specialist, allowing him to build a relationships with our clients and to be an active member of the HFG Investment Committee. Kevin has over sixteen years of investment management, analysis and consulting experience. Kevin’s wealth of experience and industry knowledge positions him perfectly for these new roles. Kevin is well respected in the field and embodies strong industry and professional ethics. He will continue to play a strong role in providing and implementing high quality analysis to best serve and the firm as well as managing a strict adherence to compliance and ethics. Please join me in congratulating Kevin on his promotion with HFG Wealth Management or to learn more about Kevin or our team, click here.

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.

 

 

 

HFG Wealth Management serves as Sponsor for EfTA Trivia Night

August 15, 2016
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HFG Wealth Management, LLC is pleased to serve as Table sponsor of Education for Tomorrow’s Alliance (EfTA) Fourth Annual Trivia Night. The event is hosted by EfTA as an annual fundraiser for the organization. The event was hosted at The Grand Palace in Conroe. Education for Tomorrow Alliance is a nonprofit organization dedicated to connecting the business and education communities in Montgomery County, Texas. With innovative programs focused on science, technology and career preparation, EfTA has become the portal through which business leaders can access and strengthen local education.

“It is an honor to support EfTA and their mission and their endeavors. The work they do in our community is incredibly impactful in helping to prepare students for a college or career path. EfTA offers so much for the students and businesses of our community,” said Larry A. Harvey, Founder and CEO of HFG Wealth Management. “

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.

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

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

June 22, 2016
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The Woodlands –‐ HFG Wealth Management, a locally owned and based independent wealth management firm, specializing in financial planning and investment management, announced today that Founder and CEO, Larry A. Harvey, ChFC® has been honored again with the 2016 Five Star Wealth Manager Award by Five Star Professional. This award will be featured in the August 2016 issue of Texas Monthly magazine (Houston edition). This is the eighth year in a row Harvey has been recognized with this award, which is limited to less than three percent of wealth managers in the Houston area. The Five Star award recognizes service professionals who provide quality and exceptional service to their clients.

“I am proud to be selected by Five Star Professional as a Five Star Wealth Manager again,” Larry Harvey said. “I have been fortunate to serve our clients in a way that helps manage and facilitate their wealth for generations to come. It is an absolute privilege and pleasure to work with such great clients in and around the Houston area,” Harvey said.

Harvey is a financial advisor and planning consultant with over 30 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 clientele make strategic and informed financial decisions that propel them to achieving their desired lifestyle and financial goals. 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. Harvey serves on the boards of various companies and is 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 three percent of the wealth managers in the Houston market.

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

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Copyright © 2017. 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 ]