You’re building wealth.
You’re creating a legacy.

We have the life experience and wisdom to help guide you.

As investment professionals with global experience, The Huiting Wealth Management Group utilizes a wide and distinct array of tools and sensibilities. But as seasoned advisors, our ability to address the specific needs of you – our client – with insightful, meaningful guidance is critical to brightening your financial picture and earning your trust.

We are proud of our high level of client service – and even prouder of the clients we serve.

Our clients are affluent and diverse – in age, stage, achievements, aspirations, and what brought them to us. We are proud to share many client passions and priorities, including international travel, music, food and wine, spending time with family and community participation.

The success of our clientele has spread them far and wide, to include multiple generations residing in over 30 states. Traveling to see them – to review changes in their lives and make timely adjustments – is of paramount importance (to them and to us).

We are fully aware that our performance determines yours.

Successful wealth management requires our significant commitment of time and resources. There are no shortcuts to embracing your objectives and building a plan to help meet them. This is a role we take seriously and personally.

Each client relationship begins face-to-face, with a conversation that invariably and quickly moves away from conventional financial talk to other areas of interest. We ask questions. We listen closely. What might begin as a “Q+A” becomes a thoughtful discussion.

It’s critical that we develop a deep appreciation for “life factors” that distinguish you from everyone else.

For you, our client, we :

  • Consider approaches and instruments of many kinds.
  • Work to provide consistent, attentive service and unbiased guidance.
  • Provide integrated, individualized strategies that address risk management, retirement planning, succession planning, estate investment planning and other needs you have.

One size never fits all. One meeting never suffices. And one detail can make a big difference.

We invite you to learn more .

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Qualified Charitable Distributions

Discover how qualified charitable distributions work and why they may now be more valuable than taking a tax deduction.

Three Generations of Retirement Strategies

Millennials, Gen Xers, and baby boomers face different challenges in pursuing retirement goals. This article offers strategies to help address them.

Looking for Value with P/E Ratios

Discover the basics of P/E ratios, with an emphasis on analyzing them in the appropriate context for making meaningful comparisons.

Retirement Plans for the Self-Employed Dangle Tax Benefits

Solo 401(k) plans and SEP IRAs may help small-business owners and the self-employed shelter more income from taxes and save for the future.

More Newsletters →

FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals