HCR Wealth Advisors

HCR Wealth Advisors is an independent firm specializing in financial planning, investment management, and wealth consulting. The firm provides comprehensive financial advice, develops and refines investment strategies, and ensures clients are organized and on track to meet their goals. It employs a multi-discipline investment strategy, using both strategic and tactical asset allocation in order to actively manage the risk in clients’ portfolios.


Financial Planning

  • Financial Analysis
  • Retirement Planning
  • Income Review
  • Budgeting
  • Net Worth Analysis

Investment Management

Estate Planning

  • Multi-Generational Planning
  • Trust Review
  • Account Title Review
  • Tax Reduction Analysis
  • Legacy Planning

Risk Management

Tax Strategies

  • Year-End Tax Loss Harvesting
  • Tax Efficient Allocations
  • Tax Return Review
  • Retirement Plan Optimization

Cash Management

  • Cash Flow Analysis
  • Debt Structuring
  • Cash Optimization
  • Competitive Margin Rates
  • Pledged Asset Lines


  • Charitable Giving
  • Donor-Advised Funds
  • Charitable Trust
  • Foundations

Value-Added Services

  • Trusted Network
  • Thought Leadership
  • Business Consulting Services
  • Custom Services Tailored to Your Needs