HKP GROUP

During our initial meeting, we take the time to get to know you and your family. We explore your goals and discuss any concerns you may have. Next, we introduce Family Wealth Matters so you can learn about our team's strategy, plan and process. Through a series of conversations, we uncover the details of your family's situation.  We discuss your long-term and short-term goals and priorities, the roles of your accountant, lawyer and estate planning attorney and what investment strategies you have in place. This in-depth discovery allows us to understand your total wealth management needs. Our goal is to create an investment plan–designed around your risk tolerance–to help accomplish your financial objectives. Because your wealth management may cover many different areas and multiple generations of family members, we may also coordinate with your other professional advisors. To help keep your family's plan on track, we will communicate with you and your family members. Our tools and technology help you track performance, investment allocations and progress toward meeting your goals.