HP Wealth Management LLC

HP Wealth Management offers discretionary investment management, financial planning, retirement plan services, legacy position advice, and access to third‑party managers and a Turnkey Asset Management Program (FPAS) for individuals, high‑net‑worth clients, families, trusts, estates, corporations, and charitable foundations. Clients work under written Wealth Advisory Agreements and may impose reasonable investment restrictions; tax and accounting services are not provided by the adviser itself but are available through an affiliated accounting entity under a separate agreement.

The firm constructs customized portfolios using a strategic asset allocation process with occasional tactical adjustments, deploying cash, individual equities, fixed income (including Treasuries and municipal bonds), mutual funds, and ETFs; it also uses a proprietary quantitative optimization model and may pursue value‑oriented, alternative, or ESG/SIS approaches when appropriate. Accounts are managed on a discretionary basis, HPWM supervises any selected sub‑advisors or third‑party managers, and the brochure notes cash balances can represent a sizable portion of a portfolio depending on market outlook.

A distinctive feature is the firm’s affiliation with an accounting practice—several of the firm’s principals are actively practicing CPAs and tax preparation and planning are offered through the affiliated HighPoint CPAs under separate engagements, a relationship that is uncommon among supported firms. The brochure also discloses roughly $17.8 million in discretionary regulatory assets under management across a small client roster and three advisors, with periodic and annual reviews used to monitor client objectives and portfolio alignment.