Network·Family Office

Hfg Wealth Management, LLC

Unclaimed

📍 THE WOODLANDS, TX

Family Officefinancial servicesbusiness servicesmedia
www.hfgwm.com

SEC CRD #801-69751

About

Home - HFG Wealth Management Skip to content Talk to An Advisor Wealth Management That's Rooted in Faith, Focused on You™ Guided by your goals, values, and legacy Life may change, but your core values remain constant. Our wealth management firm guides each of your decisions with your goals, values, and legacy in mind. HFG provides a tailored financial and life planning process designed to build, preserve, and distribute wealth that honors those values, allowing you to live life with purpose and peace of mind. We are committed to delivering a wealth management experience that integrates financial and advanced planning, covering all aspects of your current and future needs. Let us support you on a path to financial freedom, rooted in what matters most to you. Read More About How We Are Different True Wealth Management Many in the financial services industry present themselves as wealth managers, yet their offerings are often limited to basic investment management and a couple of extra services—such as college education planning and estate planning. True wealth management requires a comprehensive approach to help you achieve all of your financial dreams. It’s about more than just managing your investments; it’s about addressing every aspect of your financial life, including advanced planning needs and professional relationship management. As our client, you can rest assured that we effectively and efficiently address the five primary wealth concerns. Investment Consulting Preser

Key Contact

KB

KATHRYN BATES

CHIEF COMPLIANCE OFFICER / CHIEF OPERATING OFFICER

📞 (832) 585-0110

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Geographic Focus

txunited statessouthwest

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AUM

$506M

Check Size

$2.0B–$2.0B

Location

THE WOODLANDS, TX

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