HFS Wealth Management

EST. AUM
$1,401,802,140

CONTACTS
10

CLIENT ACCOUNTS
1,276

Firm Details

Metro area Dallas
CRD Number 107978
Website hfs-wm.com
Client types

Overview

HFS Wealth Management is a trusted advisory firm established in 1994, catering to affluent individuals, families, business owners, and institutions. Their primary goal is to simplify and optimize clients’ financial lives, allowing them to focus on their most valuable asset—time. They offer three core wealth management services: Planning, Consulting, and Investments, either through comprehensive programs covering all aspects or addressing specific needs directly. Their planning services encompass retirement, estate, cash flow, risk, and income tax planning. Consulting services include strategic business advice, succession planning, foundation planning, and various other financial consultations. In terms of investments, they offer tailored approaches, including due diligence, portfolio design, traditional and alternative investments, and ongoing monitoring and management. Located at 8350 Meadow Road, Suite 181, Dallas, TX 75231, they can be contacted at (214) 346-0785 or via email at info@hfs-wm.com. HFS Wealth Management operates as the wealth management division of Howard Financial Services, Ltd., with a disclosure that it is not a CPA firm.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

HFS Wealth Management

Platform Details

Investment Preferences

Alternative Activity

Address

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