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 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.

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

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Closed-End Funds May Offer Higher Income

Discover why closed-end funds may offer potentially higher income streams than traditional mutual funds holding similar securities.

Trusts Offer More Than Estate Tax Protection

Find out whether a testamentary trust, living trust, or special-purpose trust can benefit your family.

HOT TOPIC: Two Trade Agreements Offer Optimism, But Uncertainty Remains

A look at the U.S.-China “skinny” trade deal and the U.S.-Mexico-Canada Agreement, and their potential impact on consumers and the U.S. economy.

Rain, Sleet, Snow — and Lawsuits?

Icy winter walkways can lead to injuries and lawsuits. Find out how an umbrella policy can offer higher liability coverage.

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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