A partnership of excelLence

Academic Strength. Professional Knowledge.

The HFG Wealth Management Advantage

HFG Wealth Management, LLC (“HFG”) is an independent financial planning and wealth advisory firm, based in The Woodlands, TX, serving individuals, families and business owners nationwide. HFG is committed to building meaningful relationships with clients that seek to span time and generations, helping clients live the lives they desire while also helping achieve their financial goals.

Led by Principal Larry A. Harvey, ChFC, a team of experienced professionals takes a highly personalized approach to financial guidance. HFG is committed to keeping clients balanced, yet seeks to be flexible in response to constantly changing market conditions, all while providing ongoing support to help clients maintain a disciplined approach to realizing their dreams.

Investment Management Expertise

In addition to the customized planning we provide, a great deal of time and energy is focused on developing portfolio and investment strategies that align with your specific goals. Your investments are managed and monitored by a professional team with the knowledge needed to manage risk and keep you positioned for today and tomorrow. The team includes:

LH
Larry A. Harvey, ChFC
Founder and Chief Executive Officer

Larry Harvey has successfully owned and operated a wealth management firm for more than 30 years placing him among the top of the nation’s investment advisors. Mr. Harvey is a Chartered Financial Consultant and an Investment Advisor Representative. He has degrees in Accounting and Business Management from the University of Tampa.

KB
Kevin Bruce
Chief Strategy Officer | CFA, CFP®

With a wealth of experiencespanning over 22 years in the investment industry, Kevin has held various rolesat HFG, including Chief Investment Strategist, Business Manager and WealthAdvisor. His previous role as Chief Investment Officer at Bellatore Financialand his tenure as Founder and Chief Executive Officer of Waterside WealthAdvisors further highlight his extensive background. Before joining HFG, Kevinserved as an institutional investment analyst and consultant for some of thenation's largest banks and independent broker-dealers.

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Henry Pizzutello
Chief Investment Officer

Henry Pizzutello has served as the Director of Alternative Investments for Private Capital Advisors in the Greater New York City Area. In 2010, as CIO of Centaur Performance Group, he was the recipient of Barclay’s HedgeWeek’s “Best Credit Fund” for risk adjusted performance during the financial crisis. He has managed over $1 billion in proprietary assets for Canadian Imperial Bank, Jefferies & Co., and Nomura Securities International. He holds a Finance degree from Georgetown University.

Community Giving

HFG Wealth Management places a strong emphasis on investing in our communities and we value the deep lasting relationships we have with our clients and partners in our community. We believe using our time and talents in the wider community enriches our lives, and impacts the way we approach our work, providing us the valuable chance to give back.

Firm Commitments

Over the years we’ve engaged in a wide-ranging variety of hands-on community service opportunities, but we keep coming back to the very hands-on work of volunteering throughout our community through mentoring students on financial education, serving at our churches and fundraising to better our communities and programs. Our corporate culture includes a desire to be actively involved in the communities in which we live and serve. The organization we choose reflects our vision and values, and our commitment to community issues. Some of the past recipients have included:

  • Air1 Positive Hits

  • American Heart Association

  • Breaking Strongholds

  • Bridgewood Farms

  • CASA Child Advocates of Montgomery County

  • Clint Capela CC15 Foundation

  • Conroe/Lake Conroe Chamber of Commerce

  • Education for Tomorrow’s Alliance (EFTA)

  • Greater Magnolia Parkway Chamber of Commerce

  • Greater Port Arthur Chamber of Commerce

  • Habitat for Humanity

  • HOPE

  • Interfaith of The Woodlands

  • Jake's House of Animal Rescue

  • John Cooper School

  • Junior League of The Woodlands

  • KSBJ

  • Light Up The Night

  • Patriot Legacy Fund

  • Lone Survivor Foundation

  • Magnolia Education Foundation

  • March of Dimes

  • Memorial Hermann The Woodlands Medical Center

  • Montgomery County Animal Services

  • Montgomery County United Way

  • Montgomery County Young Life

  • Montgomery County Food Bank

  • Moz Parks

  • MS Society

  • New Danville

  • Reflective Life Ministries

  • Reflective Media Productions

  • The Arts of Healing

  • The Woodlands Area Chamber of Commerce

  • The Woodlands Christian Academy

  • The Woodlands Family YMCA

  • WoodsEdge Community Church

  • Yes to Youth!

Thanks to our incredible clients, hardworking team, and passion for an unparalleled client experience, HFG Wealth Management has been awarded:

bbb life insurancehbj top personal investing2019 fast 100 business owners

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