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.

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.

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 Series 65 license, as well as life and health producer licenses. Steve holds the FSCP…
Amanda Reyolds

Amanda Reynolds

Financial Advisor
Amanda Reynolds has been in the financial advice and insurance industry for many years. She has received her Financial Service Specialist designation. She holds a Series 65 license and is an Investment Advisor Representative…

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. 

CATCH UP ON THE LATEST PODCASTS AND ARTICLES

Four Ways to Pay Tax on Your Roth Conversion

David McKnight addresses something that can make or break your Roth conversion strategy: how you actually pay the tax. David kicks things off by sharing that Federal and state estimated tax payments are usually made in four equal installments: April…

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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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