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Financial services

HB Wealth Expands to Charlotte with New Team

Strategic Insights

— 1 min read

HB Wealth, a leading Atlanta-based registered investment adviser, has expanded to Charlotte, North Carolina, with the addition of a five-person advisory team led by Market Leader Matthew Moore. The team, which includes Senior Wealth Advisors Andrea Smith and Rebecca Warner, as well as Advisory Associate Jared Green and Senior Administrative Associate Ana Pena, specializes in serving ultra-high-net-worth families, private business owners, and single-family offices with complex financial needs. This expansion marks a significant milestone for HB Wealth, aligning the firm with its clients' pursuit of their financial vision and goals.

Key Takeaways:

  • HB Wealth has expanded to Charlotte, North Carolina, with the addition of a five-person advisory team led by Market Leader Matthew Moore.
  • The team focuses on serving ultra-high-net-worth families, private business owners, and single-family offices with complex financial needs.
  • HB Wealth's new Charlotte team has significant experience in estate and succession planning, business transitions, and customized family office services.
  • The firm's approach emphasizes delivering holistic advice to preserve and grow wealth while aligning with broader purpose and legacy.
  • Matthew Moore stated that the transition allows the team to help clients oversee every aspect of their balance sheet and ensure they are working in their best interest.
  • HB Wealth's technology platform, access to private market opportunities, and family office services have attracted the team to the firm.
  • CEO Thomas Carroll highlighted the firm's commitment to delivering comprehensive advice and high-touch service, making Charlotte a natural next step for the firm's growth.

Statistics:

  • HB Wealth oversees nearly $29 billion in assets.
  • The firm has over 300 employees operating out of 12 offices across six states.
  • The new Charlotte team is led by Market Leader Matthew Moore, with Andrea Smith and Rebecca Warner as Senior Wealth Advisors and Shareholders.
  • HB Wealth's team has over $15 billion in assets under management despite being a fee-only registered investment adviser.

Sources:

  • Press release by HB Wealth, featured on Businesswire.com.
  • HB Wealth website (hbwealth.com).

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