Company Performance Metrics
- Shaun Dowling: Director of Wealth Management
- James N. Howard: Founder and Chairman
HFS Wealth Management is an insurance company that counsels affluent individuals, families, business owners, and institutions. The company provides three primary wealth management services including planning, consulting, and investments. The services are offered through a comprehensive wealth management program covering all disciplines or more
directly addressing a focused need.
HFS Wealth Management offers a comprehensive approach that addresses the full spectrum of their clients’ needs. It helps clients invest and grow their wealth but also strives to deliver much more than just investments. The company's mission is to provide superior wealth management services in every client relationship, and, as such, our clients have come to expect an uncommon level of service with uncompromising integrity.
The company was established in 1994 and is based in Dallas, Texas.
