We Are
HFG

Your Financial Partner For Life

Our mission is to be Your Financial Partner For Life. This means that we strive to take care of all of your financial needs under one roof. Our team of experts work collaboratively to form a truly holistic counsel to ensure you receive sound advice, precise execution, and most importantly, world-class service.

At HFG Trust, we firmly believe that it all begins with establishing a clear vision of your personal goals. With this purpose, we combine fiduciary advice and an entry-to-exit service to build a roadmap that guides you through every stage of your life.

Whether it is opening your first investment account or establishing a trust to preserve your legacy, we have you covered.

Locations

KENNEWICK, WA
HFG Trust is headquartered in Kennewick, Washington where our wealth management firm first opened its offices in 1985. Since then, we have grown our team and services to offer concierge financial services to both individuals and enterprises alike. This location houses our Executive, Client Services, Trust & Estate, and Investment Committee teams.

LOCATION + PHONE
8131 W. Grandridge Boulevard, Kennewick, WA 99336
(509) 735-7507
HOURS
Monday – Friday, 8:00 AM – 5:00 PM
BERKELEY, CA
Specializing in retirement and financial planning, Rick Prime, CFP®, serves as Financial Advisor in our Berkeley, California and Roseburg, Oregon locations. Rick has spent the last 20 years working first-hand with clients to help better plan their long-term financial visions.
He is joined by Client Services Consultant, Jennie Prince, offering our clients services in: Portfolio Management, Trust Services, Sustainable Investing, Same Sex Couples Planning, and Special Needs Planning.

LOCATION + PHONE
2936 Domingo Ave, Suite 1, Berkeley, CA 94705
(510) 384-1009
HOURS
Monday – Friday, 9:00 AM – 6:00 PM
ROSEBURG, OR
Specializing in retirement and financial planning, Rick Prime, CFP®, serves as Financial Advisor in our Roseburg, Oregon and Berkeley, California locations. Rick has spent the last 20 years working first-hand with clients to help better plan their long-term financial visions.

He is joined by Client Services Consultant, Jennie Prince, offering our clients services in: Portfolio Management, Trust Services, Sustainable Investing, Same Sex Couples Planning, and Special Needs Planning.

LOCATION + PHONE
737 SE Cass Avenue, Suite 420, Roseburg, OR 97470
(541) 673-5422
HOURS
Monday – Friday, 9:00 AM – 6:00 PM

HFG Trust is headquartered in Kennewick, Washington where our wealth management firm first opened its offices in 1985. Since then, we have grown our team and services to offer concierge financial services to both individuals and enterprises alike. This location houses our Executive, Client Services, Trust & Estate, and Investment Committee teams.

LOCATION + PHONE

8131 W. Grandridge Boulevard, Kennewick, WA 99336

(509) 735-7507

HOURS

Monday – Friday, 8:00 AM – 5:00 PM

Specializing in retirement and financial planning, Rick Prime, CFP®, serves as Financial Advisor in our Berkeley, California and Roseburg, Oregon locations. Rick has spent the last 20 years working first-hand with clients to help better plan their long-term financial visions.

He is joined by Client Services Consultant, Jennie Prince, offering our clients services in: Portfolio Management, Trust Services, Sustainable Investing, Same Sex Couples Planning, and Special Needs Planning.

LOCATION + PHONE

2936 Domingo Ave, Suite 1, Berkeley, CA 94705

(510) 384-1009

HOURS

Monday – Friday, 9:00 AM – 6:00 PM

Specializing in retirement and financial planning, Rick Prime, CFP®, serves as Financial Advisor in our Roseburg, Oregon and Berkeley, California locations. Rick has spent the last 20 years working first-hand with clients to help better plan their long-term financial visions.

LOCATION + PHONE

737 SE Cass Avenue, Suite 420, Roseburg, OR 97470

(541) 673-5422

HOURS

Monday – Friday, 9:00 AM – 6:00 PM

“At HFG, our core values center on solving problems. Our ethos is to be our clients’ Financial Partner For Life. It’s difficult to accomplish a mission like this if you don’t put your clients ahead of yourself.”

– William Wang, CFP®, Managing Director

Our Process

GET TO KNOW EACH OTHER

Discuss values, goals, and get to know family.

GATHER INFORMATION

Acquire financial and personal information. Become familiar with client's financial health.

DEVELOP A FINANCIAL PLAN & INVESTMENT STRATEGY

Present a comprehensive analysis of current investment holdings and begin work on a wealth management plan.

IMPLEMENT PLAN

Both parties understand their responsibilities and have agreed to proceed with the financial plan.

MONITOR PLAN

Provide performance measurement and track progress toward goals on a regular basis.

We AreHFG

Your Financial Partner For Life

Locations

Our Process

GET TO KNOW EACH OTHER

GATHER INFORMATION

DEVELOP A FINANCIAL PLAN & INVESTMENT STRATEGY

IMPLEMENT PLAN

MONITOR PLAN

Message From the President

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We Are
HFG