Services
OUR PHILOSOPHY
Our firm focuses on prudent wealth management and holistic financial planning. Our investment philosophy is one of careful management and asset allocation. We strongly believe that keeping your investments diversified is the best protection against severe volatility. We use a holistic approach to financial planning. Our specialty is helping our clients dream, develop and achieve their goals over the long term. Some of our client relationships are over three decades long.
CLIENTS
SERVING WITH PURPOSE
OUR PROCESS
OUR HOLISTIC APPROACH MEETS EVERY AREA OF LIFE PLANNING
Wealth
Management
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Tax
Planning
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Risk
Management
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Estate
Planning
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Cash Flow
Organization
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
Philanthropic
Objectives
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon
NEWS
A FEW OF OUR LATEST ARTICLES
The H Group - Independent Wealth Management Solutions - Certified Financial Planning - Salem Oregon