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

We have the life experience and wisdom to 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 20 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.

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?

More Calculators →

Do You Have Enough Life Insurance?

The differences between term life insurance and permanent life insurance and the advantages of an individual policy.

Required Minimum Distribution Rules

When calculating RMDs for multiple accounts, it's important to understand which amounts can be combined and which accounts must distribute separate RMDs.

HOT TOPIC — Tax Reform: How Will You Be Affected?

In December 2017, Congress passed a sweeping tax-cut package that fundamentally changes the individual and business tax landscape.

Time to Hire? Consider the Pros and Costs

Some indicators that it might be time to hire additional employees, and how to weigh the potential benefits in light of the costs.

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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