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

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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 ]