HCR Wealth Advisors is a California-based independent wealth advisory firm. The team at this company recognizes that no two people take the same approach to their money and so each client has their own needs to be addressed. This company, therefore, offers financial and investment strategies tailored to meet each client’s specific needs. Clients differ in their tolerance for risk, their time-horizons they need to access their money, how much they need to earn from their investments, how much they want to earn, and a number of other factors that are taken into account.
As HCR Wealth Advisors is an independent company their financial advisors are not pushed to sell any particular financial products. They also offer their clients transparency when it comes to the fees they charge. They say that the only way to build a really good working relationship with their clients is by taking this approach. They hope that by taking good care of each client they will stick around for years to come.
One important thing to know about this firm is that they are not money managers. What a money manager typically does is choose assets to place in a portfolio, in a mixture of stocks and bonds appropriate to the client and try to beat the market. Some often overpromise returns and underdeliver on them. Some money managers tend to burn through clients as clients decide it’s not worth their money to use the services of the money manager.
HCR Wealth Advisors is instead a wealth advisor rather than a money manager. They keep the focus on the relationship between them and the client rather than promising any particular returns. Founder and Chief Executive Officer Greg Heller says that his business model is focused around getting to know his company’s clients well and then working to meet their financial needs.
This company can help their clients through the major life transitions that everyone faces sooner or later. This can include getting a large inheritance, marriage, divorce, retirement, starting a business, and similar events. The team at HCR Wealth Advisors can help people through these types of events in a way that helps them attain their financial goals.
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