HBKS Wealth Advisors(HBKS) provides wealth and asset management services to individuals, families, businesses, nonprofits, and other organizations. The firm is distinguished by its comprehensive, customized, and objective approach to managing wealth, providing local, personalized service from 11 offices in four states and backed by the resources of a large, national firm. As a registered investment advisory (RIA) HBKS operates in accordance with the highest ethical standards and according to the strictest interpretation of fiduciary responsibility. Studies by Financial Advisor Magazine and Accounting Today place HBKS among the top U.S. registered investment advisories (RIAs). Visit HBKSWealth.com.  

Commercial Real Estate

Investment Management

HBKS Wealth Advisors

Christopher M. Allegretti

Cfp® Quinto F. Ambrosetti

Brian Sommers

Scott Cross

The Client and Operations Support team at HBKS Wealth Advisors ensures seamless client experiences by managing administrative tasks, ensuring compliance with regulatory standards, and supporting day-to-day operations. This team of specialists and associates works to maintain efficiency and uphold the firm’s high ethical standards while providing personalized service that meets the diverse needs of its clients.

Client and Operations Support

About

Team members

Other teams at HBKS Wealth Advisors

Leadership Team