Encino, CA Ventura Blvd. Office

HS Wealth Partners is a registered investment adviser serving individuals (including high-net-worth clients), trusts and estates, and retirement plans, offering discretionary investment management, comprehensive financial planning, and retirement plan advisory services. The firm reports managing about $481 million for roughly 265 clients and provides ERISA-focused support to plan sponsors, including investment oversight, vendor analysis and IPS support.

The firm’s investment process is grounded in fundamental analysis and a primarily long-term orientation, constructing portfolios of ETFs, individual equities and bonds while sometimes retaining legacy positions for tax or fit considerations. HS Wealth Partners acts as a fiduciary, provides ongoing monitoring and rebalancing, and will execute shorter-term trades as needed for reallocation, tax harvesting or to meet client cash needs.

Noteworthy features include an uncommon multi-office structure (five offices) for a team-sized adviser and the firm’s role as sponsor of a wrap-fee program that bundles custodial, transaction and administrative costs into a single asset-based fee—an arrangement the brochure identifies as having potential conflicts related to trading incentives. The adviser also discloses an institutional platform relationship with Goldman Sachs that provides technological and other support, and several advisory personnel hold insurance licenses and professional credentials (e.g., CFP, CIMA), which the firm notes and manages as potential conflicts.