HG Wealth Management, LLC

Overview

HG Wealth Management, LLC is an independent, owner-operated registered investment adviser organized as a limited liability company that focuses on individual and family clients. The firm charges fees based on a percentage of assets under management and also offers hourly and fixed-fee engagements. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser or pension consultant, and does not present itself as a capital allocator or a related adviser.

Assets & Accounts

Investments & Alternatives