HBKS Wealth Advisors

HBKS Wealth Advisors serves individuals (including non‑HNW and high‑net‑worth clients), retirement plans and other institutional and corporate clients. The firm offers personalized investment management, financial planning, pension consulting and a dedicated high‑net‑worth service branded as Level 3.

HBKS develops tailored portfolios after gathering client information through interviews, questionnaires and document reviews, and typically manages accounts on a discretionary basis using proprietary model portfolios, sub‑advisors and multiple platform arrangements (including Adhesion, Envestnet, Schwab and Raymond James). The firm deploys a broad set of strategies — fixed‑income, alternatives, UMA/tax‑overlay services and cryptocurrency exposure are among the options disclosed — while stating it does not specialize in any single investment area.

Noteworthy differences from many peers include the firm’s periodic client newsletters (educational materials provided free of charge), a cluster of affiliated businesses (an accounting affiliate where some investment adviser representatives are CPAs, an affiliated limited‑use broker‑dealer and an insurance affiliate), and a material affiliation with Park Shore Partners LLC that manages affiliated private Opportunity Funds and a MAS Fund; the brochure discloses overlapping personnel, dual registrations and related conflicts in those arrangements. HBKS also provides back‑office and sub‑advisory services to third‑party advisers, including affiliated advisers, which the firm highlights as a distinct business line and potential source of conflicts.