HFG Wealth Management is an independent Registered Investment Advisor - a comprehensive, fee-only wealth management firm that oversees the financial affairs of a select group of families, business owners, and affluent individuals. We understand that major life events are often the catalyst that drives people to seek assistance managing, growing, and protecting their finances.
The experience of our founder dates back more than 35 years, and what was true then remains true today, our firm places the interests of our clients above all other considerations. This steadfast commitment has been fundamental to our success at building long-term relationships and is the heart of our service.
The experience of our founder dates back more than 35 years, and what was true then remains true today, our firm places the interests of our clients above all other considerations. This steadfast commitment has been fundamental to our success at building long-term relationships and is the heart of our service.
Services
HFG Wealth Management, LLC ("HFG") is an independent financial planning and wealth advisory firm, based in The Woodlands, TX, serving individuals, families and business owners nationwide. HFG is committed to building meaningful relationships with clients that seek to span time and generations, helping clients live the lives they desire while also helping achieve their financial goals.
We serve a wide range of affluent, successful, and well educated clientele, all with unique life goals. Our clients understand the long-term balance between results and appropriate risk management of their finances. However, they often don't have the time or desire to be involved in extensive day to day management of their finances.
Life is unpredictable. In an instant, a lifetime of working and saving can be turned upside down. At HFG, we know that unexpected events could significantly impact the lives of you and your loved ones. Unplanned circumstances not only affect your physical and emotional well-being, but they can also create a challenge to achieving your financial dreams and goals.
Reviews (4)
Christopher Collard
Mar 14, 2021
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Today I spent some time together with Larry Harvey at HFG Wealth Management. I was there supporting a friend trying to get some answers regarding her settlement. Mr. Harvey entered the conference room clearly annoyed to be called in to answer questions from my friend. From that moment on he was less than receptive to her questions, not fully explaining his comments to her and constantly interrupting her, she had to say let me finish more than once. After my friend said that she was starting to understand what Mr. Harvey was poorly trying to tell my friend he shut down and started talking down to
Ron Jh
Sep 24, 2020
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Carole L.
Dec 07, 2019
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I was a client for a few years and I thought this company was really going to take care of my portfolio. Poor communication or I should say lack of, is not the way to treat people. I felt like I was 'chopped liver' to these people! I guess my money was just not enough. And their fees! Whoa!!! Way too high.I wish I had interviewed several companies before just believing their 'sales pitch'. My bad.
Mike Hunt
Sep 28, 2018
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