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.  

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Investment Management

HBKS Wealth Advisors

Christopher M. Allegretti

Cfp® Quinto F. Ambrosetti

Brian Sommers

Scott Cross

The Leadership Team at HBKS Wealth Advisors is responsible for setting strategic direction, ensuring operational efficiency, and overseeing investment management to deliver comprehensive and personalized wealth advisory services. They uphold the firm's high ethical standards and fiduciary responsibilities, leveraging their collective expertise to drive growth and maintain HBKS's position among the top U.S. registered investment advisories.

Leadership Team

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Client and Operations Support