High-net-worth and ultra high-net-worth families have different needs and require unique services to help protect and transfer assets while maintaining their current lifestyle. HDQ Wealth is the center point for all unique services including wealth planning, asset management, risk management, trust/ tax strategy & other tailor services to those with complex needs.
Leveraging current tax and government regulations and evolving with the ever changing family dynamics- we provide curated plans to protect and transfer estates with keeping your primary goals at the top of list.
Our model provides collaborative services to our families with security, efficiency, and optimal value in mind. A few services outside of traditional estate and financial planning include: asset management, record keeping and reporting, lifestyle Mangement, cyber security, philanthropy assistance, family dynamic integration, luxury goods services (art, planes, travel, boats, international), etc
Transferring to the next generation is eminent to leaving a legacy. With having additional access to tax and legal professionals, proper estate planning is taking adequate steps to ensure that your asset base is protected and planned for when the next chapter commences. This includes the bequest of assets to stated heirs and the handling of estate taxes.
We leverage our group of trusted professionals who can seamlessly integrate with your family advisor to ensure an efficient integration with our firm and reduce the burden of personal planning.
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).
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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.
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