What We Do

At HFG Wealth Management, we work with clients who seek more than just a portfolio of investments. They want to build a lasting partnership based on trust, they want a plan that captures their entire financial picture and they want to partner with a firm who can bring in a full array of expert specialists, or work with their own advisors, to help manage their wealth. This is what sets HFG apart—and it’s the only way we know how to do business.

  • As an independent advisory firm, we are not beholden to any brand or product. We research the market for practical solutions and then apply them according to your goals and needs.
  • We subscribe to a disciplined, yet flexible investment approach that focuses on reaching your long-term objectives.
  • We offer the personal attention of an independent firm backed by the strength and resources of one of the leading developers of asset class portfolios, portfolio managers and institutional custodians.
  • We believe in a holistic approach to financial planning, working with you to develop a plan that reflects where you are and where you want to go in life, as well as the values you want to communicate to future generations.
  • We collaborate with other professional advisors (accountants, attorneys, insurance agents, etc.) on behalf of our clients.
  • Our team is committed to service excellence and the highest standards of professionalism.
  • We take pride in our transparency; our compensation structure is openly disclosed.
  • We operate under the highest standard of care called the fiduciary standard.


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 ]