Devotion |
Here to serve you

Our President, Will Wang, explains our commitment to our clients and what it means to be Your Financial Partner for Life.

Your financial partner for life

Build the life you envision

From depositing your first paycheck, to opening a college fund for your children, or planning for retirement, we’re there for our clients as they build the lives they envision. At HFG Trust, our legacy is embodied by the people we serve—the individuals, families, and businesses that make our communities strong. We understand the importance of providing for your family or your business. Security and time are at a premium. We protect your interests with services that are secure and convenient— freeing you to focus on what really counts.

acquisition of prime Wealth

On April 1, 2021, HFG Trust acquired Prime Wealth Management, a Registered Investment Advisory firm located in Berkeley, California and Roseburg, Oregon.

Read our letter from Managing Director, William Wang, on our latest firm acquisition by clicking here.

5 Things to Know Before Building Your Home

When someone decides to build their home, they unknowingly volunteer to traverse foreign waters. It’s not an understatement to claim that building a home requires financial savvy, means, and flexibility. Let’s discuss some details that would best prepare someone who is considering beginning the construction of their dream home.

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Upcoming events

Client Appreciation Event 2021

Please join us for a night of food and entertainment as we celebrate 2021. Guest speaker: Aaron Ralston, author of the New York Times Bestseller “Between a Rock and a Hard Place” More information to follow.

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DREW WESTERMEYER, CPA
Chief Operating Officer

”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."

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Our Services

money

Wealth Management

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Private
Banking

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Retirement
Planning

business-services

401K
Services

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Trust
Services

portfolio-management

Portfolio
Management

money

Wealth
Management

private-banking

Private
Banking

retirement-planning

Retirement
Planning

business-services

401K
Services

trust-services

Trust
Services

portfolio-management

Portfolio
Management

No matter where you are in life, we've got you covered.