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.

Life Insurance

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

Taxable Equivalent Yield

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

College Funding

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

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Need to Tap Your 401(k)? Proceed with Care

Explore an overview of rules and tax consequences for 401(k) plan hardship distributions and other early withdrawals.

Trusts Offer More Than Estate Tax Protection

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

Bonds Can Offer Stability Even with Rising Rates

Explore three major categories of bonds, plus ideas for navigating the bond market amid climbing interest rates.

New Study Finds Widespread Job Loss After 50

A job loss after age 50 can carry serious consequences. These tips may help you prepare professionally and financially for a late-career challenge.

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