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.

Lifetime Earnings

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

Impact of Inflation

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

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Savings Goals

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

More Calculators →

Consider a Customized Disability Policy

Review the potential benefits of an individual disability income policy vs. a group policy, as well as common riders.

Competing Goals: Pay Off Student Loans or Save for Retirement?

Some college grads pay off student loans at the expense of saving for the future. See steps that may help them do both.

Family Limited Partnerships for Estate Planning Purposes

A family limited partnership is a legal agreement that enables business owners and their heirs to address tax issues, business succession, and estate planning needs.

Seeking Balance in a Mutual Fund

Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

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