AssetMark supports financial advisors in their life's work: helping clients thrive. We elevate their business to the next level by providing the infrastructure, tools and resources to increase efficiencies, profitability and overall business value.
Betterment is the next generation of investing and planning. We provide seamless integration of fully digital service with tools and resources to maximize outcomes and yield the best experience for clients & Advisors.
The Charles Schwab Corporation provides industry-leading custody services that work seamlessly with you as the client and us as the advisor. They are largest custodian with over $4 trillion in client assets as of June 30, 2020.
Orion is one of the industry’s premier technology platform for portfolio accounting and it integrates all of our data, reporting, fee processing, and business intelligence functions. For our financial planning clients Orion allows us to create a personalized client portal.
TD Ameritrade and Schwab are now part of one company. TD's Veo One®, is the next-generation advisor platform that consolidates an advisor’s technology tools into a unified, fully integrated experience. As the two companies combine their complementary strengths they create a unique firm for the industry.
Advizr (now known as Orion Planning) is a financial software where clients and advisors work seamlessly to aggregate personal information and plan with precision to achieve optimal results. This platform is intuitive and powerful enough to create an unparalleled experience for HDQ Wealth LLC and valued our clients.
eMoney is a digital planning financial software where clients and advisors work together to customize personal information and plan with intention to achieve the best outcome. This platform is evolving with current days technology and planning capabilities to support HDQ Wealth and valued our clients.
We believe insurance is an important piece of your financial plan. We have partnered with the top names in the industry to provide an array of options to uniquely fit with your goals and overall financial plan.
The Financial Planning Association is a leadership and advocacy organization. HDQ Wealth belongs to the Greater Kansas City Chapter. FPA works with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations.
HDQ Wealth LLC "HDQW" is a state registered investment advisor and provides asset management and related investment advisory services for clients nationally. HDQW will file and maintain all applicable registrations as required by the state securities regulators and/or the U.S. Securities and Exchange Commission (“SEC”), as applicable. HDQW renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion. The material contained herein has been prepared from sources and data we believe to be reliable, but we make no guarantee as to its accuracy or completeness. The material is published solely for informational purposes and is not an offer to buy or sell or solicitation of an offer to buy or sell any security or investment product. This material is not to be construed as providing investment advice in any jurisdiction where such offers or solicitation would be illegal. This material is not to be construed as specific investment advice or recommendations for you, which can only be provided after a careful evaluation of your circumstances, investment objectives, risk tolerance, and other factors relevant to your investment needs. You should be aware that investments can fluctuate in price, value and/or income, and your investments may lose value. Investments or investment services mentioned may not be suitable for you, and if you have any doubts, you should seek advice from your investment advisor representative. Past performance is not a guarantee of future results. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. Clients should seek the advice of an accountant or Certified Public Accountant (CPA).
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.
HDQ Wealth LLC will provide all prospective clients with a copy of our current Brochure and Brochure Supplement prior to commencing an Advisory relationship. Existing clients will receive a copy of these documents on an annual basis.
If you have any questions regarding Compliance and Regulatory information, please firstname.lastname@example.org
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