HG WEALTH MANAGEMENT, LLC

Overview

HG Wealth Management, LLC is a small, independent registered investment adviser focused on serving individual and family clients. The firm runs a fee model that combines percentage-of-assets, hourly charges and fixed fees, and its advisory services center on financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Investment activity is concentrated in public investment vehicles—chiefly mutual funds—with discretionary management for the majority of client assets. HG Wealth Management does not position itself as an ESG-focused manager and is organized as an individual-owned LLC rather than a multi-state or institutional pension consultant. The firm appears to take a pragmatic, fund-centric approach to portfolio construction, using pooled products to provide diversified exposure across core equity and fixed income allocations while retaining some flexibility to include alternatives. Given the small client base, the adviser likely provides a hands-on planning relationship and tailored portfolio oversight for high-net-worth households rather than broad institutional solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices