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.
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.
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.
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.
Tax Planning
Tax planning isn’t an afterthought here. We build tax-efficient strategies into your long-term plan—so your decisions today support your future, and your family’s.
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.
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.
SECURE Act 2.0 and Required Minimum Distributions
On December 29, 2022, the SECURE Act 2.0 was signed into law. The act updates the rules surrounding retirement savings accounts and will have effects on almost every stage of…
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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.
