Whether you’re a brand new client or have been with us for years, we are dedicated to taking the time to assess your unique situation, goals, attitude toward risk, and time horizon. Over time, those will inevitably change, but through the creation of your customized WealthPlan, we will build foundation solid enough when life changes, we can pivot effortlessly. We are committed to delivering world-class wealth management, collaborating with your other trusted professionals, and ensuring everything we do is always in your best interest.

Will Hardee, AWM

Managing Director - Financial Advisor, Senior Portfolio Manager - Portfolio Focus

713-853-0869
Email |

Heather Hardee

Financial Advisor

713-853-0854
Email |

Connie Diaz, APP

Senior Registered Client Associate

713-651-3369

Hardee Investment Group

Hardee Investment Group

 

 

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

advisor

Trust Consultant


advisor

Wealth Management Banker


advisor

Echelon Wealth Strategist