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Methodology

We are experts at connecting our clients within our extensive and exclusive network; offering a family-office style service experience; and advocating on behalf of our clients to provide them with the best wealth management strategies available. It’s this distinguished mix of interpersonal skills, authentic fiduciary relationships, and investment savvy that we believe makes us the premier wealth management firm.

Holistic Approach

  • Our clients come to us for more than investment advice, they come to us for financial counsel. We help with a myriad of issues, including long-term financial plans, mortgages, income maximization within tolerable risk parameters, and generational wealth concern.
  • We get to know each client and tailor an approach designed to meet their needs. Our clients have direct access to the entire team, including the portfolio managers.
  • We know how to listen. Each client is different. No two risk tolerances are identical. We need to hear what you have to say just as much as you need to hear from us, maybe more. We strive to build a long-term authentic relationship.

With The Herbst Group, you’re well-known.

Be Known

Sound Strategy

  • We deliver tailored strategies and recommendations focused on long-term goals.
  • We develop customized financial plans designed to help our clients achieve their goals while preserving and transitioning wealth for future generations.
  • There is a vast array of investment vehicles we may employ to help you achieve success. We often select from equities, ETFs, corporate and municipal bonds, and a covered call “buy-write” strategy in the equity markets.

With The Herbst Group, you’re well-prepared.

Be Prepared

Exclusive Network

  • We take pride in the access we offer clients, both directly to their portfolio manager and to our extensive network of professionals who provide a deep and valuable source of business and market insights.
  • Our clients have access to our personal and professional networks, providing unique added value beyond our day-to-day services. Our exclusive network contains legislative advisors, policymakers, professional sports athletes, private equity professionals, and private banking professionals.
  • We serve as relationship advisors – a trusted resource for referrals and key affiliations.

With The Herbst Group, you’re well-connected.

Be Connected

Be Prepared. Be Known.

At The Herbst Group, we strive to be your trusted resource for generations.

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