It is amazing how this registered investment advisory firm has been servicing and developing strategies for their high net-worth individuals for 30 years so as to enable them to reach their financial goals. HCR Wealth Advisors, which is based in Los Angeles, California, has been creating personalized financial strategies and revolving their activities around their clients.
HCR Wealth Advisors is very
upfront when it comes to their rates while integrity and transparency remain its major foundations. Its transparency has allowed it to develop strong ties and a solid relationship with its clients. The difference between HCR Wealth Advisors and other firms is its approach to things. While others are money managers, this firm is a wealth advisor. Money managers are performance oriented where they promise their clients heaven, yet they deliver very little. But for wealth advisors, the aim is to create a relationship and know very well the client in order to provide the best service and help clients reach their financial goals.
For wealth advisors, their purpose is to sit down with the client and know their goals and visions in order to develop financial strategies that suite that specific client. This is why HCR Wealth Advisors has a high client retention rate where some clients have decades in this firm. They create this relationship through education and service.
At HCR Wealth Advisors, a client is prepared to face and sail through the twists and storms of life like in marriage, death, selling a business, divorce, inheritance, and retirement among others. That’s why this firm pride itself on protecting their clients against risks.
Most money managers don’t have a plan to give their clients but for HCR Wealth Advisors they design a plan and a financial strategy before recommending a certain investment to their clients. They charge nothing while doing their wealth management and financial planning for their clients.
It takes a lot of time to come up with a complete picture of exactly what a certain client wants to reach their goals. That’s why this wealth advisor has 7 steps that help in developing financial security for their client. They develop a personal strategy for every client because every client is different from the other.
HCR Wealth Advisors offers a variety of services that are grouped into four: consulting, Insurance Services, Financial Services & Wealth Management, and Business Services. They give their clients a team made up of a lead advisor, financial planner, and an analyst to ensure they get the help they need.
HCR Wealth Advisors is not affiliated with this website