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.

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.

Thorny trade routes

While the tariff skirmishes may involve more fireworks, we think the trade standoffs will ultimately be manageable for economies and markets.   Read the full economic outlook in the latest edition of Global Insight.

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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