Is HTG Right For Me?
Coordinated financial and investment planning
Collaborate with a trusted partner throughout your financial journey
Impartial advice from seasoned fiduciaries
It’s easy to CONNECT with HTG
Complimentary Introductory Call
Our initial call is to gain a basic understanding of your situation and for you to learn more about HTG and our services. It’s an opportunity to ensure that your needs match up with our expertise. If it seems like we may be a good fit, we’ll plan a follow-up meeting to take place either in person or virtually.
One-Hour Follow-up Meeting
You will meet with two HTG advisors to further discuss your needs and learn more about us and the benefits of working with HTG. Our focus will be on achieving a clear understanding of your goals in working with an advisor and determining if we are a good match.
Now, you think about it.
We understand that hiring a financial advisor is a big decision. We want you to be confident in your decision to partner with HTG. You may always contact us if you have any follow-up questions after our initial meetings.
New HTG Client Onboarding Process
Once you sign a Wealth Advisory Agreement and become an HTG client, you will begin working with two advisors whose expertise aligns with your specific needs. You will also meet your HTG support team who will make the onboarding process as easy as possible for you.
Establish and execute your plan!
We’ll now delve deeper into your financial priorities and your unique situation. Together, we’ll create a customized plan to meet your objectives through a blend of financial planning and investment management. Our wealth advisory service timeline outlines examples of the multiple services offered to clients through the initial stages of our relationship.
Communicate, communicate, communicate!
Our team is now on hand to monitor your HTG-managed investments and serve as a sounding board and resource for any financial decisions that arise. We aim to have regular, recurring meetings to stay apprised of the changes in your life. To further simplify things for you, we are pleased to communicate directly with your other professional advisors, such as accountants or estate lawyers, to ensure a coordinated plan.
Track and Report Your Progress.
Every quarter, we provide you with a personalized investment report which includes information to complement the statements you receive from your custodian. We’ll check in on your plan annually, or as your circumstances change, to make sure you stay on track. We are available to meet with you as often as you wish.
Let's clarify the details.
Start with a Complimentary Call Today
Let’s take a few minutes to answer your questions and learn more about how we can help. Schedule a call with one of our advisors using our online scheduler here.