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HFG Wealth Management
Whether you’re opening your first bank account, planning your legacy, or giving back, HFG Wealth Management provides solutions that are Rooted in Faith, Focused on You™. Our advice is centered around your needs because we genuinely care. We help you make financial decisions that support your values, empowering you to live life in alignment with your faith and beliefs. With the ability to meet all your financial needs, you can enjoy life and focus on your purpose. Disclosure: Endorsements, Recommendations, and/or Likes should not be considered testimonials or endorsements of the representative or firm and are merely mechanisms to circulate this page. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any information presented here should not be relied upon without coordinated advice from a registered/licensed investment professional.
The Woodlands, Texas, US
Private
$49M Revenue
http://www.hfgwm.com
37 Employees
Isthmus Partners, LLC
Isthmus Partners serves individuals and families; institutions; and financial advisors. We are your trusted partner in planning, executing and managing investments with disciplined methodologies and proprietary processes that focus on high quality equities and independent valuations. Our client relationships are guided by honesty, transparency, and performance, and we value enduring relationships. To align your goals with customized strategies, we focus on long-term growth, capital preservation and identifying undervalued opportunities that will meet all the investment criteria. Our team is highly experienced with both high net worth individuals and institutional clients, and our approach fully utilizes our diverse expertise and insight within a collaborative investment model. As investment managers, we never take for granted the charge of acting as a fiduciary with discretion. We take this assignment seriously and wake up every day aiming to do a little better in helping our clients reach their goals.
Madison, Wisconsin, US
Private
$6.7M Revenue
http://www.isthmuspartnersllc.com
18 Employees
Pillar Wealth Management
Haitham “Hutch” E. Ashoo and Christopher G. Snyder are co-founders of Pillar Wealth Management, LLC, a 100% fee-based private wealth management firm in Walnut Creek, CA. The two have a combined 50+ years of wealth management experience. Their firm is focused on delivering customized wealth management advice to high-net worth individuals and families as well as privately held company owners. As their clients’ go-to advisor, Mr. Ashoo and Mr. Snyder provide a single financial solutions source for all of your financial needs. This includes the coordination of the efforts of other professionals on your team – your accountant, lawyers, insurance brokers and mergers and acquisitions advisors to develop a comprehensive strategy Mr. Ashoo and Mr. Snyder are the published authors of the books Beyond Wealth: Finding The Balance Between Wealth and Happiness; Exiting Strategies: The CEO’s Seven Critical Steps To Cashing-Out of A Business, Managing and Preserving Wealth; as well as Intelligent Investing; Making Smart Investing Decisions In Today’s Volatile Market. They are financial expert columnists in National journals and newspapers as well as legal and tax publications and are interviewed nationwide on radio regarding wealth management for the affluent. Mr. Ashoo and Mr. Snyder have lectured to thousands of individuals on private wealth management and business exiting strategies. Their services are provided to a limited number of clients and they only accept new clients when they have determined that they can add substantial value to the clients’ financial lives.
Walnut Creek, California, US
Private
$872K Revenue
http://pillarwm.com/
8 Employees
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