Independent advisory HHG & Company is an independent Registered Investment Adviser focused on objective financial guidance without product sales, presenting an opportunity to position services to maintain conflict-free client advocacy and deepen advisory relationships.

Multi-generational focus With experience serving multi-generational families, trusts, and foundations, there is potential to expand family office services, legacy planning, and intergenerational wealth transfer offerings.

Comprehensive planning Offer cross-disciplinary planning opportunities that integrate tax, estate, retirement, and investment strategies to strengthen HHG’s holistic wealth management approach.

SMB to mid-market Revenue range suggests a mid-sized practice; target growth by expanding scale efficiencies, technology-enabled advisory processes, and expanded service lines tailored to affluent individuals and foundations.

Technology enablement HHG’s emphasis on monitoring portfolios and maintaining records signals an openness to advanced planning tools, data analytics, and automation partnerships to enhance client experience and scalability.