HB WEALTH MGMT GROUP
Successfully aligning families wealth with purpose is our financial practice’s primary goal. This is achieved by exercising the highest level of care and diligence throughout the planning process. We strive to build deeply rooted multi-generational relationships with the families we serve leading to optimal vertical and horizontal wealth transfer results. The accumulation of substantial wealth leads to increasing complexities. It’s our commitment to simplify these complexities using our collective financial planning knowledge.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
