HFG Wealth Management welcomes Matt Harvey as Client Services Associate
THE WOODLANDS, Texas -- HFG Wealth Management, LLC is pleased to announce Matt Harvey, son of Larry Harvey, Founder and CEO, has joined the firm as a Client Services Associate.
“It is a pleasure to welcome Matt back to Texas and into the HFG family. We are pleased to have Matt become part of the team. His skillset and experience fit well within our company’s strategic plan and it is a true honor to be able to add a family member to the firm. Matt’s passion for wealth management and financial planning will make him a valuable addition and we look forward to his contributions,” said Harvey.
“As a firm, we work diligently to make a difference in the lives of our clients and their families, taking a personalized, intentional approach as we shepherd the planning, management, preservation, and transfer of wealth to the next generation,” Harvey continued, “Matt is coming into the firm at a perfect time as we continue our rapid growth.”
As a Client Services Associate at HFG Wealth Management, Matt will contribute to operations, client services, and financial planning. Matt is currently finishing his B.S. in Business Administration through the University of Central Arkansas. Additionally, Matt is currently pursuing his CFP® designation.
“I am grateful to be able to do what I’ve been envisioning doing for a decade as I have watched my father make a difference in so many people’s lives. I am eager to work with the entire HFG team and put my passion for financial planning and wealth management to work side-by-side with my father, continuing the tradition of service and excellence that HFG clients and their families expect,” said Matt Harvey.
HFG Wealth Management is an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide. Led by Founder Larry Harvey, ChFC® HFG Wealth Management has integrated financial life planning and investment management services into a customizable wealth management offering. Mr. Harvey currently serves as the firm’s Founder and Chief Executive Officer, serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to those firms. Today, HFG Wealth Management is dedicated to providing family office services to successful professionals, business owners, entrepreneurs, and individuals and families nationwide.
For more information about HFG, please visit www.hfgwm.com or call 832-585.0110