Build on your wealth and make your money work for you.
A high net-worth investor (HNWI) is someone with liquid investable assets in excess of one million dollars.
At HFG, we know the goals and priorities for a HNWI typically evolve from simply “saving for retirement” to tax-efficient strategies, and how to best create a legacy.
Our financial planning guidance helps educate HNWI clients on the types of tax efficient investments and estate planning techniques available. We discuss the benefits of adding alternative investment strategies, typically only available to a HNWI, to complement the traditional stocks and bonds they may already own.
Lastly, and most importantly, we generally act as an advocate to our HNWI clients, assisting them with their other advisory relationships.