welcome to

HFG wealth management

OUR FIRM

HFG Wealth Management is an independent Registered Investment Advisor – a comprehensive, fee-only wealth management firm that oversees the financial affairs of a select group of families, business owners, and affluent individuals.

OUR FIRM

We understand that major life events are often the catalyst that drives people to seek assistance managing, growing, and protecting their finances.

OUR FIRM

The experience of our founder dates back more than 35 years, and what was true then remains true today, our firm places the interests of our clients above all other considerations. This steadfast commitment has been fundamental to our success at building long-term relationships and is the heart of our service.

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Investment Strategies That Fit You

We tailor your financial plan based upon your personal goals and circumstances. We believe that financial planning is not just about your money, it’s about your life, your journey, and your destination. Your financial plan should be as unique as you are.

Are Your Plans Keeping Up With Your Dreams?

It’s never too early to
plan for your future.

Are You Crafting
A Sustainable Legacy?

With wealth comes choices. Who will benefit from your assets you have accumulated?

Do You Currently Have A
Tax Strategy?

Our Approach

We believe in a holistic, personalized, client-focused approach to planning, managing, preserving and transferring wealth to the next generation.

Our Approach

At HFG, we understand that a well-defined, informed, insightful, and disciplined investment process is as important as the investments you select.

Our Approach

Using our time-tested, consultative investment process, HFG can help set you on a disciplined path toward meeting your financial goals.

OUR PROCESS STARTS WITH A CONVERSATION

HFG - REDEFINING WEALTH MANAGEMENT

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DM – Discovery Meeting

A Discovery Meeting is the initial introduction for a new prospect to our firm. One of our wealth managers will meet with you to help you define your financial goals, review your current financial situation, where you want to go and the obstacles you may face in achieving what is important to you.

IPS – Investment Plan Meeting

Using the information gathered from the Discovery Meeting, our wealth manager will present a complete evaluation of your current financial position and a comprehensive plan for achieving your investment-related goals.

MCM – Mutual Commitment Meeting

Assuming that HFG Wealth Management’s team can truly add value to your financial life, both you and our team decide to work together. You now officially become a client.

45 Day Follow-Up Meeting

At the initial follow-up meeting, our team will help you to organize your new account paperwork and answer any questions that may have risen since the Discovery Meeting.

PM – Progress Meetings

Progress Meetings are typically held quarterly where our wealth manager reports to you on the progress you’re making toward achieving your financial goals, along with checking in with you on any important changes in your life that might require an adjustment to your investment plan.

Our Process

starts with a conversation.

DM – Discovery Meeting

IPS – Investment Plan Meeting

MCM – Mutual Commitment Meeting

Assuming that HFG Wealth Management’s team can truly add value to your financial life, both you and our team decide to work together. You now officially become a client.

45 Day Follow-Up Meeting

At the initial follow-up meeting, our team will help you to organize your new account paperwork and answer any questions that may have risen since the Discovery Meeting.

PM – Progress Meetings

OUR PROCESS STARTS WITH A CONVERSATION

HFG - REDEFINING WEALTH MANAGEMENT

Is About YOUR

PROGRESS Updates

Progress Updates are typically held quarterly where our wealth manager reports to you on the progress you’re making toward achieving your financial goals, along with checking in with you on any important changes in your life that might require an adjustment to your investment plan.

Is About

Establishing YOUR Goals

This meeting is the introduction for a new prospect. A wealth advisor will meet with you to learn about your core values & what's important to you. Review your current financial situation and discuss your financial goals.

Is About US

Building A Partnership

Assuming that HFG Wealth Management’s team can truly add value to your financial life, both you and our team decide to work together. You now officially become a client.

Is About YOUR

Strategic Blueprint

Using the information gathered from Establishing YOUR Goals, our wealth manager will present a complete evaluation of your current financial position and a comprehensive plan for achieving your investment-related goals.

Our Process

Is About

About Establishing YOUR Goals

One of our wealth managers will meet with you to help you define your financial goals, review your current financial situation, where you want to go and the obstacles you may face in achieving what is important to you.

Is About YOUR

Strategic Blueprint

Using the information gathered from the Establishing YOUR Goals, our wealth manager will present acomplete evaluation of your current financial position and a comprehensive plan for achieving your investment-related goals.

Is About US

Building A Partnership

Assuming that HFG Wealth Management’s team can truly add value to your financial life, both you and our team decide to work together. You now officially become a client.

Is About YOUR

Status Updates

Status Updates are typically held quarterly where our wealth manager reports to you on the progress you’re making toward achieving your financial goals, along with checking in with you on any important changes in your life that might require an adjustment to your investment plan.

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A team focused on you

Our team is comprised of professional specialists ready to serve you through every step of life

– from buying a car, home or boat, to planning for wealth transfer or the sale of a business. Whatever your life event is, our team will create and implement strategies that are tax efficient and supportive of your long-term goals.

Larry A. Harvey

Founder and Chief Executive Officer

Henry Pizzutello

Chief Investment Officer

Kathryn L.
Bates

Chief Operating Officer
Chief Compliance Officer

Kevin Bruce
CFA CFP® CKA®

Chief Strategy Officer

Chuck DeAses

Advisory Board Member

Matthew Harvey MBA, CFP®

Directior Of Financial Planning

Jacob Guinn

Wealth Advisor

Scott Francis MBA

Wealth Advisor

Clarissa Comeaux

Operations Manager

Megan Esquibel

Client Service Associate

Ryan Hinson

Paraplanner

Christopher Dooley

Trading Associate

Rebecca Glenn

Executive Assistant to CEO

Misty Navarro

Administrative Associate
Client Service Associate

Christopher Harvey

Technical Support Analyst

Steve Brand

Facilities Coordinator

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