At Hefter, Leshem, Margolis (HLM) Capital Management Group, we help affluent individuals and families preserve and grow their wealth prudently.

The HLM team combines extensive financial knowledge, the ability to invest anywhere and anytime we see opportunity, and the highest-quality support team to help you achieve your financial goals.

Our approach emphasizes constructing a custom-tailored investment plan for you with your unique investment, tax, and legacy objectives at its core.

Pursuing opportunities wherever they lie

Built into our team’s DNA is the idea that investing success comes from combining fast, decisive action with patience and a long-term perspective.

At HLM, we combine these insights as we invest tactically, taking advantage of temporary opportunities in the marketplace that other, less-proactive investors might overlook. We’re actively involved in every investment decision affecting your portfolio, and we constantly refine our approach based on changing market conditions.

We are consistently reviewing and analyzing financial markets, shifting among asset classes, geographical regions, and market sectors we believe are best positioned at any given time. When making portfolio shifts, we are always mindful of your unique financial goals.

This information is intended for use only by residents of (AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, MA, MI, NC, NJ, NM, NV, NY, OH, SC, TN, TX, UT, VA, WA, WI). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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