Relationship Management

As a true wealth manager, HFG is focused on managing relationships in three areas: knowing and meeting your needs over time, overseeing our own team of financial professionals to help meet those needs, and coordinating with your other professional advisors.

The first and most important group is our clients. To address your needs effectively, we must foster a solid, lasting relationship that is based on trust. At HFG Wealth Management, our relationship with you is the focus of our work. And that relationship extends beyond just you to include your family members, other professional advisors, even the individuals you refer to us as clients.

Second, managing and preserving wealth requires the attention of a specialized team well-versed in addressing the specific needs of each client. Not only do we offer such expertise, but we couple it with the high level of principled service. As a team, we are guided by the fiduciary standard and a deep conviction to put our clients first. Whether we are interacting with you, our colleagues or other firms, we conduct ourselves with integrity, honor and respect.

Finally, we work in close consultation with your other professional advisors—such as estate planning attorneys, accountants and insurance providers—on an ongoing basis to identify your specific needs and create custom solutions.


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 ]