Source: 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.

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.

The HLM team provides extensive financial knowledge and experience, the ability to help 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.

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Our Leadership

Steve Hefter


Ben Leshem


Charlie Margolis

Partner - Managing Principal

Micah Nathan