Wealth Management with HCR Wealth Advisors

Clients get to receive personalized financial solutions when they partner with HCR Wealth Advisors, a company headquartered in Los Angeles, California. The wealth management firm is keen on helping clients set and achieve financial goals depending on their prevailing circumstances.

It is an independent firm whose primary goal is to provide service to its client. The clients will pay a standard fee, a percentage of assets under management. HCR Wealth Advisors values transparency to cultivate good working relationships with their clients.

HCR Wealth Advisors (@hcrwealth) is keen on understanding the specific needs of its clients to be able to offer better services. It also looks into what the future holds for its clients as far as their finances are concerned. Action points are based on the information the client provides.

CEO Greg Heller insists that such relationships, based on transparency, education, and service, are important in their day to day engagements. He attributes their high retention rate to this policy. Their solutions are comprehensive ensuring that many possible outcomes are analyzed in choosing the most appropriate action.

Inheritance, marriage, retirement, and divorce all have a telling impact in one’s financial status. The firm seeks to help clients to be in a position to handle these changes without much worry

Their wide range of clients helps them to build their capacity. Some may have no clear idea of where they intend to go. Others, on the other hand, may have everything figured out. The diverse nature of these cases has enabled them to learn how to navigate through different circumstances.

HCR Wealth Advisors’ strategies time to grow and yield the desired results. They resist the urge to impose themselves to clients and rather offer help with the client’s full awareness. A sound strategy formed from the client’s point of view is more often than not implemented.

The registered investment advisory firm encourages clients to be open to adjustments as life unfolds. Reviews are carried out periodically to assess and tweak the plan where necessary. All this is done with the financial goals in mind.

At the end of the day, the HCR Wealth Advisors team seeks to ensure that clients are empowered to make smart decisions concerning their financial status. They have set up an online portal where clients can monitor their progress. HCR Wealth Advisors continues to educate clients on investment strategy.

Extra resource: https://www.hcrwealth.com/blog/

HCR Wealth Advisors is not affiliated with this website

The Philanthropy Of Tony Petrello

The best indication of a company that has community interests at heart is how they respond in the face of local disaster. When Hurricane Harvey devastated Houston, Texas, and the surrounding areas, this litmus test of philanthropy was brought to the doorstep of Nabors Industry LTD.

After Hurricane Harvey, Houston and the surrounding areas were in a state of emergency, devastated and in pieces. The employees of Nabors Industry were mobilized to assist in the relief effort. The company encouraged it’s workers to participate wherever they could, and even gave the employees paid time off in order to be available to help. Many of the Nabor Industry employees assisted efforts along the Gulf Coast.

Incentive for the employees to give money was made in the promise from Tony Petrello. He would match the monetary gifts, which amounted to over $173,000. Nabors Industry not only offered personnel to help in Houston, and monetary support, but also used their large company kitchen to prepare hot meals three times a day for those in need.

Tony Petrello is no stranger to hard work. He grew up in Newark, New Jersey, his father laboring in the working-class neighborhood. The neighborhood was not comprised of residents who just existed to go to work and raise their families. Tony Petrello grew up in an environment where working hard lead to success being the CEO of Nabors Industries, and helping others in the community was as important as any work or academic related success.

It is no wonder with Tony Petrello’s influences growing up that he would be fully involved in the relief efforts after Hurricane Harvey. Helping with the aftermath of the disaster is not the only philanthropic endeavor of Tony Petrello. He has another cause very close to his heart.

Petrello’s daughter suffers from cerebral palsy, and to that end he helps fund the Neurological Research Institute at the Texas Children’s Hospital in Houston, Texas. After his daughter was diagnosed, Tony Petrello realized after searching for information regarding childhood neurological disorders that there was very little information available. Tony Petrello knew that lack of studies meant that there was a subsequent lack of options for treatment. To that end, Tony Petrello has donated to many organizations that research childhood neurological disorders such as cerebral palsy.

Tony Petrello may be one of the best paid CEO’s in America, but his accomplishments go deeper. More importantly, he is a compassionate and generous man.

Learn more about Tony Petrello: https://patch.com/new-jersey/livingston/every-dollar-newark-academys-rise-flourish-campaign-matched-2017