Hannis T. Bourgeois, LLP launches Wealth Management Service Line
At Hannis T. Bourgeois, CPAs and Business Advisors, our mission has always been to provide exceptional financial guidance that helps our clients achieve their goals. As financial landscapes become increasingly complex, we recognize the growing need for more comprehensive, integrated advice that goes beyond tax and accounting services.
To better serve you, we are excited to announce the launch of HTB Wealth Advisors, LLC, our new wealth management division. We have partnered with Savant Wealth Management, one of the nation’s Top 10 wealth management firms, to support us in offering a more holistic approach to financial well-being.
Through this partnership, we now provide:
By combining wealth management with our existing tax expertise, we can offer a truly comprehensive approach to your financial future, ensuring that all aspects of your wealth work together efficiently. Whether you’re looking for personalized investment strategies, estate planning, or business retirement solutions, we are here to help.
“We are thrilled to expand our services to include comprehensive wealth management for our clients. As trusted advisors, we understand that financial success goes beyond tax planning and compliance—it requires a holistic approach to growing, preserving, and transferring wealth. By integrating wealth management into our CPA firm, we offer seamless financial guidance, ensuring our clients have a unified strategy tailored to their long-term goals. This expansion strengthens our commitment to being a one-stop financial partner, delivering proactive advice and personalized solutions that create lasting financial security,” explained Jay Montalbano, Managing Partner.
If you’d like to explore how our new services can support your financial goals, we would love the opportunity to connect. Please don’t hesitate to reach out to us through the link below or call your HTB team to schedule a time to discuss further.
HTB Wealth Advisors, LLC is an independent wealth management firm and Registered Investment Advisor. Registered with the Securities and Exchange Commission (SEC), we accept a fiduciary role as we serve our clients. As an independent advisor, we do not accept compensations from any third-party, avoiding potential conflicts of interest.