H&R Wealth Management

We help you plan for tomorrow like it’s here today.

Our mission is to help our clients retire well by simplifying their financial lives with customized financial planning.
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We Focus on Your Wealth, So You Can Focus on Your Life

At H&R Wealth Management our goal is to help our clients retire well, whether they started with significant wealth or had a more modest start in life. We build a relationship with you and your family one step at a time. Through a comprehensive strategic planning process based on your unique goals, we build the roadmap needed to help achieve them. Our approach includes managing your tax burden and optimizing your income streams with the objective of achieving tax-free retirement.

OUR PROCESS
THE POWER OF ZERO

Who We Are

Stephen Huff

Stephen Huff

Financial Advisor

With more than three decades of financial experience, Steve brings diverse planning and strategy expertise to his client relationships. He holds 6 (Investment Company and Variable Contracts Representative), 63 (Uniform Securities Agent State Law), and 65 (Uniform Registered Investment Adviser Law) licenses. Steve holds the FSCP…

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Amanda Reyolds

Amanda Reynolds

Financial Advisor

Amanda Reynolds has been in the financial advice and insurance industry for several years. She has received her financial service specialist designation and is an investment advisor representative. She enjoys using these qualifications to create a road map to retirement for families and individuals that minimizes…

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MEET OUR TEAM

MEMBER

The Elite POZ Advisor Group
“The Elite POZ Advisor Group uses all the tax-free planning strategies you’ll need to shield your hard-earned retirement savings from the impact of higher taxes. ”

– David McKnight, Author, The Power of Zero

Testimonial provided may not represent the experience of other clients and are not a guarantee of future performance or success. There was no compensation provided for the testimonial.
CATCH UP ON THE LATEST PODCASTS AND ARTICLES

How to Avoid the Roth Over-Conversion Trap

In today’s episode, David McKnight focuses on whether you should do a Roth conversion, how much you should convert per year, and whether it’s possible to over-convert to Roth. David explains that an effective tax rate is the actual percentage of…

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David McKnight June 10, 2025

The Problem with Target Date Funds

David McKnight looks at Target Date Funds (TDFs) and why their set-it-and-forget-it approach to investing is NOT something you should rely on. David kicks things off by explaining how TDFs work, including why they tend to be a popular option for…

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David McKnight June 3, 2025
WE ARE HERE TO HELP

There's no time like the present

Contact us today to speak to learn how our team can educate, partner, and guide you on your path to financial confidence.

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