HBKS Wealth Advisors

HBKS Wealth Advisors

 
 
 
 
 
 
 
 
 
 
 

HBKS Wealth Advisors

8010 Summerlin Lakes Drive Suite 200
Fort Myers, FL 33907 | View on Google Maps
(239) 433-7533 | fax: (239) 482-7772
As an independent, personal financial planning and investment advisor, HBKS Wealth Advisors is a regional firm with offices in Florida, Pennsylvania and Ohio. HBKS Wealth Advisors is focused on helping its clients achieve their financial goals. Over 3,000 personal, corporate and institutional clients rely on us to supervise their assets (currently over $1 billion) carefully and prudently. We are respected for our technical abilities and our integrity. We use a team approach to our planning and investment services. In addition to our knowledgeable professionals in financial planning, investment management and asset protection, your personal financial advisor can draw upon the resources of our associates at Hill, Barth & King LLC (HBK). Because we are partners with HBK – one of the nation’s largest accounting and business consulting firms – their experts in taxes, estate planning, business valuation and other financial areas are available to assist in solving even the most complex issues facing the efficient management of your investments, assets and income. Insurance offered through HBK Sorce Insurance LLC. Investment Advisory Services offered through HBK Sorce Advisory LLC, doing business as HBKS Wealth Advisors. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. HBK Sorce Insurance LLC and HBKS Wealth Advisors are not affiliated with Purshe Kaplan Sterling Investments. Not FDIC Insured – Not Bank Guaranteed – May Lose Value, Including Loss of Principal – Not Insured By Any State or Federal Agency.
Member Since: 2007
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 (Date: 11/22/2020)