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.

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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
CD
Chuck DeAses
Interim COO
HP
Henry Pizzutello
Chief Investment Officer
RB
Robert Borden
Senior Financial Planner, Chief Compliance Officer
JS
Jason Stepanik
Wealth Advisor
GM
George Musselman
Wealth Advisor
MH
Matt Harvey
Operation Lead
SG
Sterling Gray
Paraplanner
AK
Audrey Kerdahi
Client Service Associate
MP
Mitchell Patterson
Client Service Associate
AR
Amanda Rabon
Marketing Coordinator
SB
Steve Brand
Business Development
CH
Christopher Harvey
Client Care Coordinator
ST
Sydni Thomson
Administrative Assistant

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Contact Us

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Our Locations

Headquarters

1790 Hughes Landing, Suite 350

The Woodlands, Texas 77380

Phone: 832-585-0110

Fax: 832-585-0109

Port Arthur/Beaumont

3240 Central Mall Drive, Suite A

Port Arthur, TX 77642

Phone: 409-242-2513

Fax: 832-585-0109