HP Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
HP Wealth Management offers discretionary investment management, financial planning, retirement plan services, legacy position advice, and access to third‑party managers and a Turnkey Asset Management Program (FPAS) for individuals, high‑net‑worth clients, families, trusts, estates, corporations, and charitable foundations. Clients work under written Wealth Advisory Agreements and may impose reasonable investment restrictions; tax and accounting services are not provided by the adviser itself but are available through an affiliated accounting entity under a separate agreement.
The firm constructs customized portfolios using a strategic asset allocation process with occasional tactical adjustments, deploying cash, individual equities, fixed income (including Treasuries and municipal bonds), mutual funds, and ETFs; it also uses a proprietary quantitative optimization model and may pursue value‑oriented, alternative, or ESG/SIS approaches when appropriate. Accounts are managed on a discretionary basis, HPWM supervises any selected sub‑advisors or third‑party managers, and the brochure notes cash balances can represent a sizable portion of a portfolio depending on market outlook.
A distinctive feature is the firm’s affiliation with an accounting practice—several of the firm’s principals are actively practicing CPAs and tax preparation and planning are offered through the affiliated HighPoint CPAs under separate engagements, a relationship that is uncommon among supported firms. The brochure also discloses roughly $17.8 million in discretionary regulatory assets under management across a small client roster and three advisors, with periodic and annual reviews used to monitor client objectives and portfolio alignment.
Client services
Expertise
Fee options
1.00% annually (maximum; fees are negotiable and may vary by client)
Financial planning fees range from $250 to $400 per hour
Fee-only: Hourly financial planning fees range from $250 to $400 per hour; negotiable based on client and complexity
Main office
401 E. Fremont St.
Laramie WY 82072
Advisors at this office
3
Most active in
Colorado · Texas · Wyoming
Also doing business as
Hp Wealth Management · Hp Wealth Management LLC · Hpwm
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Zane K
Series 63, Series 65
Laramie, WY
HP Wealth Management LLC
Zane Kuhbacher is a financial advisor at HP Wealth Management LLC in Laramie, WY, holding Series 63 and Series 65 licenses with two years of industry experience. He also works as a staff accountant at Highpoint CPAs, where he prepares individual, business, and nonprofit tax returns and provides accounting services. HP Wealth Management offers discretionary investment management and financial planning services to individuals, families, trusts, and institutions, using a strategic asset allocation process and proprietary quantitative models. The firm is notable for its affiliation with an accounting practice, providing integrated tax and accounting services through a separate entity.
Jason R
Series 65
Laramie, WY
HP Wealth Management LLC
Jason Roesler is a financial advisor at HP Wealth Management LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at HighPoint CPAs and CPA Group of Laramie, where he worked for over a decade. Outside of his advisory role, he is the owner and practicing accountant at High Point CPAs. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and fiduciary clients, as well as financial planning and legacy-position management. The firm’s investment approach combines strategic asset allocation with proprietary quantitative models and a mix of fundamental, technical, and value-oriented analysis, supported by its affiliation with an accounting and tax practice.
Matthew A
CFA®
Laramie, WY
HP Wealth Management LLC
Matthew Amsberry is a CFA® charterholder with 12 years of industry experience. He is currently with HP Wealth Management LLC and HighPoint CPAs, where he serves as Chief Investment Officer and CPA. His prior experience includes roles at Advisers Investment Management, Inc., AMSBERRY & ASSOCIATES, PC, and the Archdiocese of Denver. HP Wealth Management provides discretionary investment management, retirement-plan advisory, and third-party manager services for institutional and individual clients. The firm integrates strategic asset allocation with quantitative and fundamental analysis and is affiliated with an accounting and tax practice, offering combined tax and investment advisory services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)