Client List

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Partial Client List

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  • AG Asset Advisory
  • Bedford Cost Segregation
  • BizBash
  • Coyle Financial Counsel
  • CPA Trendlines
  • CEG Worldwide
  • Customer Benefits Analytics
  • Efficient Wealth Management
  • Fortis Wealth Partners LLC
  • ​Holthouse, Carlin, Van Tright CPAs, LLP
  • Independence Advisors, LLC
  • James Capital Advisors
  • L&H CPAs and Advisors
  • Lansing Street Advisors
  • Mansfield Equities
  • Morgan Stanley
  • National Association of Estate Planners & Councils (NAEPC)
  • Naylor Association Solutions
  • Nazareth CPAs Global Accountants
  • New York Society of Securities Analysts (NYSSA)
  • Palumbo Wealth Management
  • Pennsylvania Capital Management
  • Premier Trust Advisors
  • Retirement Advisors, Inc.
  • Soundmark Wealth Management
    Tri-Merit Specialty Tax Professionals
  • Two Hawks Consulting
  • UBS Group AG
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Contact us or visit us at our Norwalk CT office

“Our great editors over the years, who keep me on track with a strict weekly
schedule, who help me economize my words, clarify my thoughts, and tie my
random ideas together into cohesive narrative. Hank and team bring me down to earth when I
get overconfident and their dry sense of humor never fails to pick me up when I’ve had a
tough day and am too tired to write or create.”

Cecil Nazareth
Cecil Nazareth CPA, CA, MBA, Author of “Global Accounting: 2021 & Beyond” and “International Tax & Compliance Handbook“

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

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