HCR Wealth Advisors is a wealth management company based out of Los Angeles, California. Many people confuse HCR Wealth as being a money management firm, but that isn’t a correct definition of the firm. A money management company is typically dedicated to asset allocation and is performance-based. A wealth management company offers a comprehensive solution to their client’s financial needs, which includes education, goal setting, financial planning, and asset management.
A positive client relationship is of the utmost importance to HCR Wealth Advisors. They take the time to listen to and understand their client’s individual needs. Additionally, they serve all different types of people.
Creating financial security is not something that happens overnight, but takes time, work, and consistency. HCR Wealth Advisors uses a seven-step process to help their clients gain financial security. First, they plan. Together with the client, they determine exactly what assets are available and create goals and objectives. Second, the advisors determine what their clients need in order to meet their financial goals. Third, they determine the best investment strategy. Fourth, the client receives login information that gives them access to their online portal. The online portal provides information about assets, liabilities, and net worth valuations. Fifth, goals and investments are reviewed and tracked. Sixth, the client’s portfolio is monitored and analyzed. Lastly, the advisors continue to evaluate and modify the plan as needed.
In a published article from blogwebpedia.com, it says that the team at HCR Wealth Advisors is made up of certified financial planners, licensed securities brokers with FINRA, chartered financial analysts. Individuals at the firm also are licensed as a California insurance agent and hold California real estate licenses. In addition to these team members who offer a wide range of expertise, clients are assigned a team to help them on their financial journey. The team typically includes the lead advisor, the financial planner, and the analyst. This team works to ensures that clients’ long-term goals are met or exceeded.
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