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| HBKS Wealth Advisors |
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Overview:
As you accumulate wealth you need increasingly more sophisticated and broader expertise to manage your financial life. HBKS Wealth Advisors offers you a team of advisors — expert and experienced in the diverse financial disciplines required to develop and execute a comprehensive, cohesive wealth management plan. The resulting HBK Sorce Financial Group expanded over the next decade into Ohio and Florida as well as throughout Western Pennsylvania and Western New York, adding licensed financial professionals in a wide range of disciplines, and increasing assets under management to approximately $2.4 billion.
HBKS Wealth Advisors is distinguished by our comprehensive, customized and objective approach to managing wealth. We begin with a thorough examination of your finances, your financial challenges and your financial goals. We use that information to develop a financial plan to address those challenges and achieve those goals, a plan that considers your entire financial existence: retirement planning, children’s education, business succession, wealth transfer, insurance and other wealth protection strategies. Investment recommendations for your portfolio are made objectively, without product bias, and always considering the tax implications that impact the accumulation, protection and distribution of your wealth.
At HBKS Wealth Advisors, we do things differently. We’re proactive, involved and engaged. We believe for the work to be done well, you have to know your client well. We believe if you want to make a difference in someone’s future, you need to engage in thoughtful discussion of what that future might hold. That goes well beyond a discussion of an investment portfolio. We look at our client’s financial condition holistically and communicate ideas and strategies that address our client’s goals, dreams and aspirations. We are committed to the genuine best interest of our clients and to applying the resources and expertise to address, understand and anticipate our client’s challenges and objectives.
Our goal is to provide comprehensive solutions for our clients that put them in the best position to succeed in the manner in which they define success. It’s one thing to create wealth, but another to manage and protect wealth. How is all of that accomplished, especially in the most challenging times? We start with great people — a wide range of experts in the financial disciplines that impact the accumulation, maintenance and distribution of wealth. We then support them with superior resources.
Understanding your dreams and helping you achieve them is our work. We deliver world-class resources in ways our clients want and appreciate, to accommodate their goals, provide for their futures and enable their dreams to become reality.
Our Philosophy: Experience. Independence. Collaboration.
We believe successful wealth management is rooted in intelligent planning. We are our clients’ trusted and experienced advisors, with intimate knowledge of our clients’ and their families’ complex, comprehensive finances.
We know that a disparate network of advisors — each familiar with only a segment of the family’s overall financial condition, each with a limited perspective and a personal agenda — cannot manage wealth effectively.
We are dedicated to the principle of independence. We do not offer or promote nor accept agreements to sell proprietary services or products. We are driven and rewarded only by what is in our clients’ best interests.
We are committed to the idea that our role is to consult and collaborate with our clients, to understand each client’s unique needs and develop holistic solutions based on a panoramic view of the client’s financial landscape.
We are financial experts with skills refined over decades of work with affluent families. We have the experience and insight to ask the right questions and generate a financial plan to grow and protect wealth.
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History:
HBKS Wealth Advisors was established in 2001 when Hill, Barth & King, one of the nation’s most venerable accounting firms, merged with The Sorce Financial Group, an advisory firm headed by brothers Gregory and Christopher Sorce, whose father had been advising clients on financial matters since 1950. The resulting HBK Sorce Financial Group expanded over the next decade into Ohio, Florida and Western New York as well as throughout Western Pennsylvania, adding licensed financial professionals in a wide range of disciplines, and increasing assets under management to approximately $2.4 billion.
Today, HBKS advisors in 11 offices operate with that same family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals. |
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