HBKS Wealth Advisors

Wealth ManagerFort Myers, United States
$4.2B
Assets Under Management
Fort Myers
Headquarters

About HBKS Wealth Advisors

HBK CPAs and Consultants (HBK) offers the collective intelligence of hundreds of professionals in a wide range of tax, accounting, audit, business advisory, financial planning, and other business operational and support services from offices in four states. HBK professionals deliver industry-specific expertise in manúcturing; healthcare, including long-term care; real estate and construction; automotive dealerships and not-for-profit organizations. HBK combines the technical resources and expertise of a large national accounting and professional consulting firm with the personalized attention of a local company. The firm is ranked in both Accounting Today and Inside Public Accounting magazinesÀ6 Top 100, and supports clients globally as a member of BDO USA.\ \ \

Preferred Investment Types

PhilanthropyVenture CapitalPrivate EquityInvestment Funds

Preferred Sectors & Themes

Wealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningCharitable InvestmentsEquity/Mutual FundsInvestment ManagementHealthcare ServicesCivil EngineeringETFsDebt ManagementCommercial Property Acquisition & DevelopmentAutomobile DealershipsAssisted Living & Retirement Facilities FinanceFinancial ServicesHigh-Level SectorsNon-ProfitTraditional Investments (Liquid Assets)

Preferred Geographies

United StatesUnited KingdomEmerging MarketsGlobalEuropeCanadaAustralia/New ZealandAsia/PacificAfricaLatin America

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Frequently asked questions

What type of investor is HBKS Wealth Advisors?

HBKS Wealth Advisors is a wealth manager based in Fort Myers, United States, managing approximately $4.2B in assets.

Where is HBKS Wealth Advisors headquartered?

HBKS Wealth Advisors is headquartered in Fort Myers, United States.

How much does HBKS Wealth Advisors manage?

HBKS Wealth Advisors manages approximately $4.2B in assets under management.

What does HBKS Wealth Advisors invest in?

HBKS Wealth Advisors focuses on Philanthropy, Venture Capital, Private Equity, Investment Funds, Wealth & Estate Planning, Trust Management, Legal & Tax Services, Retirement Planning.

How can I contact HBKS Wealth Advisors?

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