Long Beach, CA Office

HG Wealth Partners LLC is a small advisory firm (about $9.5 million in AUM, three advisors and roughly 23 clients) that provides discretionary portfolio management and hourly financial planning to individuals, families, trusts and select institutional or corporate clients. The firm manages separate accounts composed of stocks, bonds, mutual funds and ETFs, and offers standalone planning that clients may elect to implement independently.

The firm’s investment process emphasizes fundamental analysis, supplemented at times by technical and cyclical factors, and portfolios are tailored to each client’s objectives, risk tolerance and any client-imposed restrictions. HG Wealth Partners generally operates with discretionary authority, monitors third‑party managers and investment vehicles used by clients, and directs clients to establish accounts with an independent custodian for execution and custody.

A distinctive feature of the firm is that several of its investment‑adviser representatives maintain outside roles as registered representatives of a FINRA‑registered broker‑dealer and as insurance agents; while the firm itself is not a broker‑dealer, those affiliations and the potential for commissions from insurance or other transactions are disclosed as conflicts of interest. Compared with many supported firms, HG Wealth Partners serves a relatively small, non‑HNW client base and emphasizes clear disclosures about outside business activities and how those activities may affect recommendations.