Our Mission
At HK Private Client LLC our mission is to enhance the lives of our clients through financial planning and wealth management, allowing them to achieve their goals, enjoy security, and focus on areas of life that provide fulfillment and enjoyment.
With over 50 years of combined experience in financial planning and portfolio management, we provide concierge wealth management. We strive to offer the highest level of service and provide peace of mind for all events — planned and unplanned — in our clients' lives.
We understand that the world of wealth management can seem complex. We pride ourselves on the ability to simplify and effectively articulate the techniques that we employ on behalf of our clients, so that they have peace of mind. Communication and collaboration are of the utmost importance.
The HK Private Client LLC Investment Philosophy and Process has been forged by the application of academic theory, assimilation of thought-leadership from industry experts, empirical economic data, and filtered by decades of practical experience.
