As you accumulate wealth you need increasingly more sophisticated and broader expertise to manage your financial life. HBKS Wealth Advisors offers you a team of advisors expert and experienced in the diverse financial disciplines required to develop and execute a comprehensive, cohesive wealth management plan. The resulting HBK Sorce Financial Group expanded over the next decade into Ohio and Florida as well as throughout Western Pennsylvania and Western New York, adding licensed financial professionals in a wide range of disciplines, and increasing assets under management to approximately $2.4 billion.
HBKS Wealth Advisors is distinguished by our comprehensive, customized and objective approach to managing wealth. We begin with a thorough examination of your finances, your financial challenges and your financial goals. We use that information to develop a financial plan to address those challenges and achieve those goals, a plan that considers your entire financial existence: retirement planning, childrens education, business succession, wealth transfer, insurance and other wealth protection strategies. Investment recommendations for your portfolio are made objectively, without product bias, and always considering the tax implications that impact the accumulation, protection and distribution of your wealth.