Private Wealth Services

The HCM Private Wealth Services division is designed for high net worth business owners seeking a personalized approach to investing, tax reduction strategies, business planning solutions, legacy strategies, and retirement opportunities. Through a highly tailored investment strategy, we aim to help business owners reduce their taxes, protect their savings, and optimize their returns.

Our Partners, Your Key Players

We have teamed up with a number of valuable partners to help ensure that your clients receive the best possible assistance and advice for insurance, tax strategies, retirement plans and packages, and money management.

SWPG_Private_Wealth_Services

Tax Planning

Through an audit of your past and current tax returns, our Private Wealth Services team and partners will identify opportunities
to expand on your savings.

Investment Management

Through a comprehensive analysis of your financial landscape, we aim to create a tailored portfolio for your needs and goals. We do this through an applicable mix of securities that seek
to protect investments
through market
downturns while pursuing opportunities for growth.

Effective Collaboration

 SWPG has teamed up with a number of valuable partners to help ensure the best possible outcome when focusing on your insurance, tax, retirement and money management goals.

Estate and Business
Strategies

Our Private Wealth
Services team specializes in strategies that aim to
enhance your bottom line.
In addition, we work with you and your succession team to develop and implement your optimal legacy goals.

The Benefits of Howard Capital Management’s Private Wealth Services Program


  • 20+ years’ experience
  • Customizable client experience
  • One-on-one guidance and assistance
  • Personalized attention to short-term and long-term
    goals
  • Ongoing reassessment of individual goals
  • Collaboration of boutique, intelligent firms
  • Extensive range of investment options
  • Fully liquid investment portfolios
  • Protection provided by proprietary stop-loss risk management tools (HCM-BuyLine® and HCM-BuyLine Alpha)