HFS Wealth Management is an insurance company that counsels affluent individuals, families, business owners, and institutions.

Consulting

Finance

Insurance

Investment Management

HFS Wealth Management

HFS Wealth Management's headquarters in Dallas, TX, United States

John Howard

Mason Clark

Albi Kacani

Gregory Mangelsdorf

Ross Morrow

Emily Swerdlow

Derek Childs

Stephen Howard

William Gray

Randall Horton

James Howard

The Wealth Management Team at HFS Wealth Management provides personalized financial advice and strategies to affluent clients, helping them manage, grow, and protect their wealth. The team, comprising senior and associate wealth managers as well as a director, collaborates to develop comprehensive financial plans, optimize investment portfolios, and ensure clients achieve their long-term financial goals.

Wealth Management Team

The Fund Accounting Team at HFS Wealth Management is responsible for overseeing the accurate and timely accounting of investment funds. This includes tracking fund performance, preparing financial statements, ensuring compliance with regulatory requirements, and supporting audits to provide transparent financial insights for clients.

Fund Accounting Team

The Leadership Team at HFS Wealth Management is responsible for setting the strategic direction of the company, ensuring operational efficiency, and fostering a culture of excellence. Comprising the Founder & Chairman and the Chief Operations Officer, the team works collaboratively to drive growth, enhance client relationships, and uphold the company’s commitment to delivering exceptional insurance solutions to affluent individuals, families, and institutions.

HFS Wealth Management

Org chart

Board & advisors

Teams

Wealth Management Team

Fund Accounting Team

Leadership Team

Offices

HFS Wealth Management

Org chart

Board & advisors

Teams

Wealth Management Team

Fund Accounting Team

Leadership Team

Offices

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