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Benefits of H&S Tax & Wealth Advisors

  • As a Fiduciary, we are committed to maintaining the highest standards of integrity and professionalism by acting in our clients best interest

  • Work exclusively with the founders of H&S Tax and Wealth

  • Founders consists of a CERTIFIED FINANCIAL PLANNER™ (CFP®), Certified Public Accountant (CPA) and Certified College Financial Consultant (CCFC).

  • LOW minimums

  • H&S utilizes webcam technology for reviews and meetings - no matter living 5 miles or 5000 miles away from our office.

  • Proactive NOT Reactive to our clients needs

  • Fee ONLY Registered Investment Advisor (We do NOT get paid commissions), there are no conflicts of interest.

  • Able to coordinate financial planning, estate planning, tax planning, investment management and risk management all in house

  • Tax preparation offered by our affiliate, H&S Tax Associates**

  • Tax planning, not just at tax time but throughout the year, at no additional costs

Contact us today!

** Discounts may apply