What could you accomplish with the strength of a seven-person team behind you?

A team with a wide range of expertise, backed by a global giant like RBC Wealth Management, and committed to helping you grow more than wealth. We think the answer is: a lot. We invite you to explore our website to learn more about who we are, what we offer and—most importantly—how we can help you. Then contact us to schedule a meeting. We look forward to hearing from you.

Proud to be a national award-winning team

As a wealth management team, it is gratifying to have our team members recognized with industry awards because it means we are serving our clients well. We are very proud to have received the following prestigious awards.

Minimizing risk and maximizing opportunity

At the Hillard Haggerty Group, we don’t believe in relying on market averages. We work with you to create a custom plan that minimizes risk, maximizes opportunity, and creates lifetime income streams. That's why we manage over three-quarters of a billion dollars in assets for foundations, endowments and families in over 40 states—because we excel at creating holistic wealth management strategies that perform in extreme markets.

Contact us today to discuss your wealth management goals and how we can put the strength of the Hillard Haggerty Group to work for you.

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Please contact us to discuss your present situation, your retirement income planning, or to review your current investment portfolio in more detail.
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Who we are

A multigenerational team where each member has a unique specialty honed to best serve our clients. Learn more about how we work, what makes us tick, and what makes the Hillard Haggerty Group the right partner for you.

Four questions to ask yourself

Recent studies suggest that most high-net-worth individuals are not thrilled with their advisor. If that describes you, discover the four questions you should be asking yourself—and how our team can help you change that.