Investment Consulting

Investment consulting is the first element of the wealth management equation—and it’s the foundation upon which we build our client relationships.


We leverage the expertise and time-tested philosophy that HFG Wealth Management has developed over decades to provide you with a highly tailored approach. This consultative process starts with a detailed understanding of your financial picture, your long-term goals, and your most important challenges. Then we design an investment plan that accounts for your specific time horizon and risk preferences.At HFG Wealth Management, we take the time to fully and intelligently understand the investments we recommend to you and why. We monitor both your investment portfolio and your financial life over time so that we can make adjustments to your investment plan as needed. The result is a personalized approach that maximizes the probability of achieving your goals.


Asset Allocation
Investment Review Selection
Portfolio Management
Risk Analysis Management
Tax Impact Analysis
Asset Transition Analysis

Copyright © 2019. 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 ]