What departments does HFS Wealth Management have?

HFS Wealth Management has employees across 4 departments including Operations, Program & Project Management, Banking, Administrative.

What is the largest department at HFS Wealth Management?

The largest department at HFS Wealth Management is Operations with 1 employees.

Where are HFS Wealth Management employees located globally?

HFS Wealth Management has employees across 3 continents and 3 countries including United Kingdom Of Great Britain And Northern Ireland, United States Of America, Taiwan.

How has HFS Wealth Management's team size changed over time?

HFS Wealth Management's team has grown from approximately 17 to 18 employees based on available data.

HFS Wealth Management Employee Directory

Financial ServicesTexas, United States11-50 Employees

HFS Wealth Management is a Dallas-based financial services firm that has advised individuals, families, business owners, and institutions on growing and protecting wealth since 1994. The firm aims to deliver comprehensive wealth management across client relationships, with a focus on service and integrity. Each client is treated as a trusted partner, with an emphasis on understanding both financial goals and personal circumstances.

Its advisory model relies on a multidisciplinary team of professionals in financial planning, investment management, tax, and estate planning to provide objective, customized, and flexible solutions. The practice operates as a small to mid-sized firm serving clients in the Dallas area. This team-based structure seeks to align financial strategies with each client's broader objectives and needs.

HFS Wealth Management Global Highlights

North America
42

United States Of America
42

Europe
5

United Kingdom Of Great Britain And Northern Ireland
5

HFS Wealth Management's Leadership

M. S.
Chief Operations Officer
Mobile Phone
Email
J. E.
Director
Mobile Phone
Email
R. W.
Associate Wealth Manager
Mobile Phone
Email
W. G.
Portfolio Manager
Mobile Phone
Email
B. P.
Administrator
Mobile Phone
Email
I. S.
Financial Planner
Mobile Phone
Email
J. H.
Graphic Specialist
Mobile Phone
Email
L. F.
Paraplanner
Mobile Phone
Email

HFS Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from HFS Wealth Management

Name

Title

Contact

Location

Last Update

M. S.
Chief Operations Officer
Mobile Phone
Email
Nov 03, 2025
J. E.
Director
Mobile Phone
Email
United Kingdom, Greater London
Feb 29, 2024
R. W.
Associate Wealth Manager
Mobile Phone
Email
Oct 22, 2024
W. G.
Portfolio Manager
Mobile Phone
Email
Oct 17, 2024
B. P.
Administrator
Mobile Phone
Email
UNITED KINGDOM, London
Oct 31, 2023
I. S.
Financial Planner
Mobile Phone
Email
United Kingdom, Surrey
Aug 04, 2024
J. H.
Graphic Specialist
Mobile Phone
Email
Oct 21, 2024
L. F.
Paraplanner
Mobile Phone
Email
UNITED KINGDOM, London
Oct 31, 2023
M. C.
Administrative Officer
Mobile Phone
Email
Oct 18, 2024
O. B.
Paraplanner
Mobile Phone
Email
UNITED KINGDOM, London
Oct 31, 2023

Frequently Asked Questions

What is HFS Wealth Management known for?

HFS Wealth Management was founded in 1994 and operates in the Financial Services industry. You can contact HFS Wealth Management's main corporate office by phone at

+1-214-346-****

. Explore HFS Wealth Management's company overview page for more information.

What is HFS Wealth Management's most common email format?

HFS Wealth Management employees' email format typically follows the pattern of First.Last@hfs-wm.com. Trying to find reliable and up-to-date employee contact data? Find more HFS Wealth Management email formats with LeadIQ.

How many employees does HFS Wealth Management have currently?

HFS Wealth Management has approximately 33 employees as of August 2026. These team members are located across 2 continents, including North America and Europe.

Who are HFS Wealth Management's key employees and leadership?

As of August 2026, HFS Wealth Management's key employees include:

Chief Operations Officer: M. S.
Director: J. E.
Associate Wealth Manager: R. W.
Portfolio Manager: W. G.
Administrator: B. P.

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HFS Wealth Management Employee Directory

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