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Our Services

H&S Wealth Management provides a comprehensive approach to your financial planning needs. We offer a full range of services designed to help you achieve your personal financial goals at every stage of life, and a suite of services to assist small business owners with retirement and insurance plans for their employees. We would like to be your first contact for:

  • Financial Planning
  • Real Estate (REIT's, 1031 Exchange Replacement Properties)
  • Energy Investing
  • Retirement Strategies
  • Investment Account Management
  • 401(k) Advisory Services & Defined Benefit Plans
  • Tax Planning, Estate Planning and Wealth Preservation Strategies
  • Annuities, Long Term Care, and Life Insurance

We are committed to helping you accumulate and preserve wealth, while working toward securing the financial future for you and your heirs. Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives.