Why Choose H&B

Wealth Management

• We seek to understand the client's entire financial picture.
• We coordinate the services of the client's other professional advisers.
• We provide thoughtful asset allocation advice designed to meet the client's objectives.

Fee Only

• We are objective in our analysis and recommendations.
• We work for the client and the client only.
• Our goals are aligned with the client's goals.

Qualifications

• Our professionals are CPAs, CFPs, CFAs, or are in the process of attaining these designations.
• We are leaders in the financial and investment services industry.

Service Oriented

• We provide long-term relationships; not products.
• We service each client with a team led by a principal, two associates and an administrative assistant.
• We value each client relationship.

Our Goal and Our Reputation

• Our goal is to be recognized as the best wealth management firm in the world.
• We serve primarily high-net-worth individuals, families and not-for-profits.
• Our business has been built by referrals from clients and service providers.
• We help our clients toward their financial goals.

How We Create Value

• We allocate clients' assets based on their goals and risk tolerance.
• We assist our clients with income tax and estate tax planning procedures and techniques.
• We help our clients better protect their capital and property.
• We seek to provide peace of mind to our clients.

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