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Your Financial Clarity Starts Here

At HFG Trust, wealth management means more than numbers. We align your financial strategy across investments, retirement, tax strategy, and estate planning with what matters most to you. The goal is clarity, confidence, and a partner who helps simplify life at every stage. If you’re searching for a wealth manager near me in Kennewick or the Tri-Cities, WA area, you’ve just found a partner you can trust.

Wealth Management for a Brighter Future

Your finances should support your life—not the other way around. Our personalized wealth management process begins with real conversations and builds toward a strategy that’s as unique as your goals. We offer integrated wealth management solutions that blend investment strategy, tax efficiency, and long-term financial planning into one cohesive plan.

Looking for wealth management services near me that feel truly personal? That’s what we do best. Whether you’re building your legacy, preparing for retirement, or managing multi-generational wealth, our fiduciary advisors deliver calm, clear guidance—without the product push.

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Financial Planning

HFG Trust offers personalized financial planning from credentialed wealth advisors. From the first meeting to ongoing adjustments, your private wealth management advisor builds a roadmap that reflects your values and adapts as life unfolds.

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Trust Services

Our team provides expert trust administration and legacy planning with empathy and precision. You get the confidence of private wealth management services with the human touch of a local relationship.

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401(k) Investments

We help employers design, implement, and manage 401(k) plans that empower their teams and meet compliance needs—backed by decades of experience and a fiduciary-first mindset.

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Tax Planning

We build tax-efficient strategies into your long-term plan—so your decisions today support your future, and your family’s. Tax planning isn’t an afterthought here.

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A Financial Process That Starts With You

At HFG Trust, what sets us apart from other wealth management firms and big-box companies is simple—we start by listening. Then we build a personalized plan that reflects your goals, not outside incentives. Whether you’re seeking a wealth management company you can grow with or a personal wealth manager who sees the full picture, our Kennewick-based team delivers national-level expertise with deep local roots. Our wealth management financial services are built on trust, transparency, and decades of private wealth management experience.

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Insights That Move You Forward

Explore timely articles, market commentary, and practical guidance from the HFG Trust team. From retirement strategies to business transitions and estate planning, our expert resources are designed to simplify financial decisions and empower long-term confidence.

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July 31, 2025 in Wealth Management

Are You Covered: Auto Liability Insurance

Having spent several years in the insurance industry and seeing my fair share of claim situations, I still get a chuckle out of all the commercials out there. Whether it…
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November 15, 2024 in Portfolio Management, Wealth Management

Lump Sum Investing vs. Dollar-Cost Averaging

Think about the last time you had a year-end bonus. After you went out for a nice dinner and topped off your car’s gas tank, you probably sat down and…
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October 10, 2024 in Financial Planning

How to Choose Financial Goals

What is your most important breath of air? Answer: the next one. The future doesn’t really matter if you cannot survive long enough to see it. But once you learn…
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Ready to Simplify Your Financial Life?

We’re here to listen, guide, and help you move forward—on your terms. Let’s build your financial future together.

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