Request an Appointment Down Arrow

At Hefter, Leshem, Margolis (HLM) Capital Management Group of Wells Fargo Advisors Financial Network, we help affluent individuals and families preserve and grow their wealth prudently. HLM financial advisors are regularly ranked as among the country’s best.

The HLM team provides extensive financial knowledge and experience, the ability to take advantage of any investment opportunities with a tactical investment approach driven by our global economic analysis, and the highest-quality support team to help our clients achieve their financial goals.

Our approach emphasizes creating a uniquely personalized investment portfolio custom-tailored to your investment, tax, and legacy objectives.

Learn More »

Investment philosophy

At HLM, our top priority is preserving and growing your wealth while containing risk. We build your investment portfolio from scratch, customized to your risk tolerance, income requirements, performance goals, and cash requirements. Our approach combines a risk-managed asset allocation with the ability to invest anywhere in the world, anytime we see opportunity.


Learn More »

Giving back to our community

Our clients give back generously to the community—and so do we. Find out more about how HLM team members choose to donate their time and resources.


Learn More »
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals