Client List

Partial Client List

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  • AG Asset Advisory
  • Alexander & Klemmer, S.C.
  • Association Adviser Media Group
  • Atlas Wealth Advisors
  • BizBash
  • Clearwealth Advisors
  • Coyle Financial Counsel
  • CPA Trendlines
  • Creating Equity Group (CEG Worldwide)
  • Customer Benefits Analytics
  • Efficient Wealth Management
  • Fortis Wealth Partners LLC
  • ​Holthouse, Carlin, Van Tright CPAs, LLP
  • Independence Advisors, LLC
  • L&H CPAs and Advisors
  • National Association of Estate Planners & Councils (NAEPC)
  • Naylor Association Solutions
  • Nazareth CPAs
  • New York Society of Securities Analysts (NYSSA)
  • Novi Wealth
  • Palumbo Wealth Management
  • Pennsylvania Capital Management
  • Professional Financial Strategies
  • Retirement Advisors, Inc.
  • Soundmark Wealth Management
  • Tri-Merit Specialty Tax Professionals 
  • “The Computer Chronicles” (PC-TV) 
  • UBS Group AG
how can we help you?

Contact us or visit us at our Norwalk CT office

HB is extremely creative and they always bring practical, actionable ideas to the table. They have a pragmatic, efficient approach to helping us refine our message in a clear and concise voice that resonates in today’s ‘get-to-the point’ requirement in order to be heard. They do all of this within the larger (strategic) picture of building our brand and broadening our reach.

Randy Hubschmidt
Managing Partner, Fortis Wealth, Valley Forge, PA

HB has the unique ability to blend together multiple disciplines in a creative and organized way. [Founder] Berkowitz brings his many gifts to a project and always delivers on his value proposition.

Guy Baker
Managing Director | Ph.D., Wealth Teams Alliance, Irvine, CA

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