HCO Wealth is a leading financial advisory firm based in Roanoke, Virginia, offering comprehensive investment consulting and wealth management services. With a focus on serving high net worth and high-income families, HCO Wealth helps clients navigate the complexities of their financial situations and achieve their long-term goals.

The firm takes a holistic approach to financial management, starting with thorough financial planning and investment management. However, they go beyond traditional services by employing their proprietary LIFT Framework. This framework addresses every aspect of clients' financial lives, including legal, investing, financial, and tax considerations. By using this sophisticated approach, HCO Wealth brings order to even the most chaotic and complex financial situations.

What sets HCO Wealth apart is its independence and nimbleness. They are committed to putting their clients' interests first and bringing innovative financial solutions to every aspect of their clients' lives. Additionally, HCO Wealth automates budgeting and investments for their clients, providing confidence that they are on track for retirement, college funding, or any other financial goals.

One of the firm's strengths is its team of experts who seamlessly work together to protect and grow clients' wealth. The team includes highly experienced professionals such as managing partners Ian A. Hamre, CFA, and Bruce H. Harrison, CFP®, who bring deep expertise in portfolio management, advanced wealth strategies, and client engagement.

HCO Wealth is also backed by institutional-level systems through its partnership with Pershing LLC., part of BNY Mellon's global platform. This ensures that clients have access to advanced technology and trading systems that give them important advantages in the capital markets.

Overall, HCO Wealth strives to provide top-notch services tailored to each client's unique needs while building long-lasting relationships based on trust and transparency.