HFG Wealth Management promotes Cameron Capriotti to wealth advisor
THE WOODLANDS, Texas -- Larry Harvey, Founder and CEO of HFG Wealth Management, LLC is pleased to announce Cameron Capriotti, Certified Public Accountant, CPA has been promoted to Wealth Advisor from his prior positions as Associate Wealth Advisor.
Mr. Capriotti began his professional career with KPMG and holds a B.B.A in Accounting and Master’s of Science in Finance from Texas A&M University.
In his new role, Cameron will establish new client relationships in addition to providing advisory services and support to a select group of current clients.
“Cameron’s continued ability to provide the high quality level of service and care our clients have come to know has driven his growth at HFG. Cameron’s unique and integrated financial perspective, combined with his work ethic, personality, and commitment to HFG make him an asset to all of our clients. I have great confidence in his capabilities and leadership skills and we are looking forward to the impact he is going to have in this advanced role. Promoting from within our firm is another example of the commitment to our employees and this newly established position suits Cameron, the firm, and our clients well,” said Larry Harvey.
HFG Wealth Management is an independent, fee-only, comprehensive financial planning and wealth advisory firm headquartered in The Woodlands, Texas, serving clients nationwide.
Led by Founder Larry Harvey, ChFC® HFG Wealth Management has integrated financial life planning and investment management services into a customizable wealth management offering. Mr. Harvey currently serves as the firm’s Founder and Chief Executive Officer, serves on the boards of various companies and is a sought-after advisor, lending his vast knowledge and years of experience to those firms. Today, HFG Wealth Management is dedicated to providing family office services to affluent individuals, families and business owners nationwide.
For more information about HFG, please visit www.hfgwm.com or call 832-585.0110.