welcome to

HFG wealth management

OUR FIRM

HFG Wealth Management is an independent Registered Investment Advisor – a comprehensive, fee-only wealth management firm that oversees the financial affairs of a select group of families, business owners, and affluent individuals.

OUR FIRM

We understand that major life events are often the catalyst that drives people to seek assistance managing, growing, and protecting their finances.

OUR FIRM

The experience of our founder dates back more than 35 years, and what was true then remains true today, our firm places the interests of our clients above all other considerations. This steadfast commitment has been fundamental to our success at building long-term relationships and is the heart of our service.

title of video section

Our Approach

We believe in a holistic, personalized, client-focused approach to planning, managing, preserving and transferring wealth to the next generation.

Our Approach

At HFG, we understand that a well-defined, informed, insightful, and disciplined investment process is as important as the investments you select.

Our Approach

Using our time-tested, consultative investment process, HFG can help set you on a disciplined path toward meeting your financial goals.

A team focused on you

Our team is comprised of professional specialists ready to serve you through every step of life
– from buying a car, home or boat, to planning for wealth transfer or the sale of a business. Whatever your life event is, our team will create and implement strategies that are tax efficient and supportive of your long-term goals.
LH
Larry A. Harvey
Founder and Chief Executive Officer
HP
Henry Pizzutello
Chief Investment Officer
KB
Kathryn L.
Bates
Chief Operating Officer
Chief Compliance Officer
KB
Kevin Bruce
CFA CFP® CKA®
Chief Strategy Officer
CD
Chuck DeAses
Advisory Board Member
MH
Matthew Harvey MBA, CFP ®
Directior Of Financial Planning
JG
Jacob Guinn
Wealth Advisor
SF
Scott Francis MBA
Wealth Advisor
CC
Clarissa Comeaux
Operations Manager
ME
Megan Esquibel
Operations Associate
RH
Ryan Hinson
Paraplanner
CD
Christopher Dooley
Client Service Associate
RG
Rebecca Glenn
Executive Assistant to CEO
MN
Misty Navarro
Administrative Associate
Client Service Associate
CH
Christopher Harvey
Technical Support Analyst
SB
Steve Brand
Facilities Coordinator

Reach Out To Us

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Contact Us

Name
Email
phone
Message
Thank you for your submission. Someone from our team will be reaching out to you shortly.
Oops! Something went wrong while submitting the form.