Expert Team & Professional Network

Expert Team

Don’t just open an account, hire a team. By providing a team of experts, HCO Private Wealth truly can handle everything for you. Using a thorough vetting process, we built a team that includes attorneys, CPAs, private bankers and insurance agents so that we can give the best advice and offer a complete package. If our initial findings show that you need to establish a will, for example, we will connect you with a wills and estates attorney. There is no need to drill your friends on who they recommend or slog through website after website until you find someone you’re willing to gamble on. Every expert on our team is highly qualified and tops in their field and we’ve had the experience of working with these individuals for many years. Besides, we wouldn’t recommend someone who doesn’t perform for our clients.