A complete list of active advisors currently associated with HG Wealth Management, LLC

Warmer can help you find a great advisor at HG Wealth Management, LLC or one who fits your needs even better.

HG Wealth Management provides financial planning, investment consultation, and ongoing investment supervisory services to individual investors and to entities such as trusts, estates, foundations, charities, and businesses including retirement plans. Its advice covers retirement and college planning, estate and tax coordination, risk management, and implementation of investment strategies. The firm uses a Core + Satellite investment approach, combining indexed core holdings with selected active satellite positions and drawing on both fundamental and technical analysis to set asset allocation and select managers. It delivers tailored engagements ranging from modular reviews to comprehensive plans and can manage accounts on either a discretionary or non‑discretionary basis while coordinating with clients’ other professionals. What is notable about the firm is its relatively small client roster managing roughly $34.5 million in client assets, which results in a concentrated advisor-to-client relationship compared with many peers. The firm also offers educational workshops for groups on financial and investment topics—a service less commonly offered by independent advisors and presented as general education rather than product sales.

To learn more about the advisors currently working at HG Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.