Customized planning and wealth management
HSG Wealth Management
212-821-2041
855-260-0478
299 Park Avenue
8th, 9th and 11th Floors
New York, NY 10171
HSG Wealth Management is dedicated to understanding your distinct financial needs and protecting the lifestyle you have so carefully built. We provide a multigenerational clientele of business owners, entrepreneurs, retirees and affluent families with financial planning and personalized investment services.
Count on us to:
- Understand your needs
- Design a thoughtful and tailored strategy for achieving your goals
- Help preserve and protect your wealth
- Communicate clearly and effectively
- Be accountable
Comprehensive service
Personalized service is essential to a successful relationship. We understand each client has a unique situation with diverse needs. That’s why we listen carefully.
Our process
Our customized process can help you achieve financial independence. Our approach goes above and beyond the expected. We assess your specific financial needs and objectives. We then deliver customized solutions specific to your goals.
Financial planning
A financial plan is built around your specific goals. Today, in a world of confusing headlines, information overload and challenging markets, it takes more than investment guidance to help you confidently move forward. You need a clear road map to achieve your financial goals.
Investment management
Be prepared for opportunities and be protected in times of market turbulence. Our direct access to global resources offers timely perspectives, customized investment planning and a fully integrated suite of financial solutions.
Holly Hendrix has been recognized as an industry leader
- Forbes America's Top Women Advisors, 2018, 2019
- Forbes Best-In-State Wealth Advisors, 2018, 2019, 2020
- Forbes Top 200 Women Advisors, 2017
- Financial Times Top 400 Financial Advisors, 2015
Ronald F. Giancristofaro, has been recognized as an industry leader
- Forbes Best-In-State Wealth Advisors, 2020
Our perspectives
Insights