HB Wealth

HB Wealth Management provides wealth management and financial planning primarily to individuals and families, and also serves trusts, retirement plans, corporate entities, foundations, and family offices. Its services include discretionary and non‑discretionary portfolio management, consolidated quarterly reporting, financial planning, and access to affiliated and unaffiliated private investment funds for accredited and qualified investors.

The firm directs assets based on clients’ goals, risk tolerance and HB’s capital‑markets outlook, applying quantitative and qualitative analysis across mutual funds, ETFs, individual equities and bonds, hedge funds, structured notes, and private partnerships. HB uses custodians such as Charles Schwab, Fidelity and Pershing, third‑party reporting (Black Diamond), and conducts operational and valuation due diligence on private investments while acting as an ERISA fiduciary for retirement‑plan clients.

What is noteworthy in HB’s disclosure is its reliance on predecessor performance tied to Homrich & Berg, Inc., and its explicit acknowledgment of minority investments by private‑equity sponsors (NewMountainCapital and TPG) that relate to affiliated relationships and recommended managers (including access to certain Cliffwater pooled vehicles). The brochure also documents recent private‑fund activity and acquisitions (for example, purchases from WMS Partners and launches of Peachtree Opportunity Fund VII and Peachtree Acorn Fund in 2025) and discloses transition‑related benefits from custodians and third‑party custody examinations and audits for affiliated funds.