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
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 entire team is committed to providing the kind of ‘white glove‘ service that builds long-term relationships.”
— Holly Hendrix
Personal attention. Our clients rely on us to be accessible and responsive, always striving to provide the utmost in personalized service. Count on us for prompt attention, regular communication and relevant insights and information.
Consistent communication. We’ll deliver relevant, pertinent information in the communication style you prefer: online, hard copy, social media or email. We’ll help keep you in the know regarding the most current market, political and thematic points of view from our award-winning research division.
Timely reviews. We provide comprehensive reviews of your financial plan. Your investments, retirement benefits, healthcare, insurance and estate documents are reviewed at regularly scheduled intervals throughout the year.
Coordinating resources. We work closely with all of your trusted advisors. Our integrated approach allows for the best perspectives from your accountant, your attorney and our extensive network of additional professionals.
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.
“We offer a clear process for understanding your goals and developing appropriate recommendations.”
— Ronald F. Giancristofaro
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.
“By understanding what’s most important to you and your family, we can help you build a financial plan that’s specific to your goals, values and dreams for the future.”
— Patricia Murphy
Retirement planning. Our team can work with you to help protect your lifestyle in retirement. Maximizing your employer benefits, optimizing social security, addressing retirement income gaps and analyzing qualified plans are but a few subjects covered.
Insurance. We objectively analyze all of your current policies such as life, long-term care, and disability insurance to determine whether they meet your current and future needs.
Trust and estate planning strategies. We work with your attorney and accountant to help with protecting your assets, reducing estate tax exposure and transitioning wealth to future generations.
Healthcare costs. We address the potential significance of rising healthcare costs. Our planning solutions can help protect your assets so you can maintain your lifestyle.
Tax strategies. Through open and continuous dialogue with your tax professionals, we’ll review your returns and prepare an integrated strategy. We can create tax-efficient portfolios.
Philanthropy. We assess your current charitable goals. We will work with you and your family members to effectively execute your philanthropic mission.
Liability management. Holistic wealth management takes into account both sides of your balance sheet—assets and liabilities— to understand your entire financial picture. For those looking to access liquidity, we have financing solutions.
Family meetings. Succession planning increases the opportunities for each generation’s success. We coordinate meetings for parents and adult children to discuss all issues related to the family legacy.
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.
“We’ll work with you to create reasonable and pragmatic solutions when developing your investment strategy.”
— Charles F. Smithers III
Tailored, discretionary portfolio management. We build customized portfolios, homing in on the investment mix that’s most appropriate to your goals and comfort with risk.
Asset allocation. We believe that allocation to each investment class should be directed by age, need, objective and risk tolerance.
Open access. We offer access to an open platform of premium financial solutions both within and outside of UBS.
Research and analysis. We deliver the most current market research and financial insights, empowering you to feel informed and confident regarding your investments.
Safeguarding multigenerational wealth. Because we understand the connection between wealth and family, we’re committed to having a multigenerational impact on your life. Attuned to protecting the financial independence of your entire family, we can help structure a deliberate and meaningful family legacy and direct capital to reflect your values.
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