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, 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
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 fellow Financial Advisor, Nicholas Hengl, and Jennie Prince (Client Services Consultant), offering our clients services in: Portfolio Management, Trust Services, Sustainable Investing, Same Sex Couples Planning, and Special Needs Planning.
Locations:
2936 Domingo Avenue, Suite 1, Berkeley, CA 94705
1490 NW Valley View Dr, Roseburg, OR 97471
Hours:
9 AM - 6 PM, Monday - Friday
Phone:
510.384.1009 (Berkeley, California)
541.673.5422 (Roseburg, Oregon)
Rick Prime, CFP®, Financial Advisor
Nicholas Hengl, Financial Advisor
Jennie Prince, Client Services Consultant
Lake Oswego, OR
Our Alternative Investment services are offered primarily in our Lake, Oswego, Oregon location.
Lead by Managing Director of Alternative Investments, Morgan Smith, NMLS #12580, our Lake Oswego firm offers real estate financing opportunities as an additional investment option for clients who are looking to diversify and customize their financial portfolio.
Location:
4500 Kruse Way, Ste. 385, Lake Oswego, OR 97035
Hours:
9 AM - 6 PM, Monday - Friday
Phone:
503.348.8885
Morgan Smith, Managing Director, Alternative Investments
Jonna Cyr, Underwriter
Carrie Lucas, Head of Operations
Lixin Malmros, Controller
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.
Address: 8131 W. Grandridge Boulevard, Kennewick, WA 99336
Hours: 8 AM - 5 PM
Phone: 509.735.7507
"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
message from president
