In the client's best interest

Our vision, mission, and values

Vision:

To be the premier advisory group focused on financial stewardship to help you live the lifestyle you desire now and for future generations.

Mission:

We endeavor to make a meaningful difference in each client’s life. We are committed to maintaining the highest standards of integrity and professionalism in our relationships with you. We assist in accumulation, preservation and the transfer of wealth, so you can leave a lasting legacy for those you hold dear. We accomplish this by building life-long relationships with you, your family and your professionals. We represent you with pride — so you are equally proud to recommend us to others.

Values:

Driven by three core values — faith, family, and country — the Hardee Investment Group acts in the clients’ best interests.

Write your personal retirement story

Access Rewriting Retirement to explore strategies and tactics for growing a nest egg, planning for longevity, and maximizing Social Security benefits. Rewriting Retirement also contains a checklist of actions for various stages in your destination as you transition to retirement and beyond. Contact us to help you prepare for your next chapter.

Collision course?

With hardliners in the U.S. and Iran holding sway, the two longtime adversaries remain locked in a bellicose standoff. While a diplomatic off-ramp may emerge, we believe the crisis could unfold in a manner not yet fully appreciated by the oil market. Read the full economic outlook in the latest edition of Global Insight.

Gain financial flexibility

Be prepared for almost any financing need by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this smart, yet potentially untapped source of opportunity. 

Proud to be part of a AA- company

We are pleased to announce that our parent company, RBC, received the Standard & Poor’s investment grade rating of AA- which indicates a “very strong capacity to meet financial commitments.” This is the second-highest rating possible and is an example of our commitment to always maintaining the highest standards possible for our clients. Please contact us today to learn more about how we can put the strength of RBC to work for you.

Corporate and executive services

Corporate and executive services at RBC Wealth Management integrates four sought-after key components: global compliance; regional, national and global scalability; white-glove servicing for executives and key individuals; and, top-tier participant experience.

Having served as a member and chair of publicly traded companies’ audit and human resources committees, H. H. "Will" Hardee, understands corporate desire for a simplified, yet proficient platform to handle your corporate service’s needs. The RBC Wealth Management corporate and executive services team provides an extensive range of comprehensive solutions regardless of where you are in your business life cycle. From pre-IPO directed share programs to 10b5-1 plan design & execution to corporate share repurchase, record-keeping and regulatory filings are streamlined, with end-to-end support integrated seamlessly into your current administration procedures. Explore our Solutions and Benefits.

Become a client

If you are not already a valued client, we invite you to experience the skill and dedication of a team built on integrity, client service and a spectrum of services for individuals, families and institutions and their assets. Call us today at 713-853-0879.

New to the Hardee Investment Group?

If you are new to the Hardee Investment Group, we encourage you watch the video below to learn more about our top advisor, Will Hardee, and the Strength You Can Trust.

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