From Our CEO

We believe for our work to be done well, you have to know your client well. We believe if you want to make a difference in someone’s future, you need to engage in thoughtful discussion of what that future might hold. That goes well beyond a discussion of an investment portfolio. We look at our clients’ financial condition holistically and communicate ideas and strategies that address our clients’ goals, dreams and aspirations. We are committed to the genuine best interest of our clients and to applying the resources and expertise to address, understand and anticipate our clients’ challenges and objectives.

Our goal is to provide comprehensive solutions for our clients that put them in the best position to succeed in the manner in which they define success. It’s one thing to create wealth, but another to manage and protect wealth. How is all of that accomplished, especially in the most challenging times? We start with great people — a wide range of experts in the financial disciplines that impact the accumulation, maintenance and distribution of wealth. We then support them with superior resources.

Understanding your dreams and helping you achieve them is our work. We deliver world-class resources in ways our clients want and appreciate, to accommodate their goals, provide for their futures and enable their dreams to become reality.

Sincerely,

Christopher M. Allegretti
Managing Principal and CEO

Our Background

At HBKS® Wealth Advisors, we do things differently. We’re proactive, involved and engaged. We believe for the work to be done well, you have to know your client well. We believe if you want to make a difference in someone’s future, you need to engage in thoughtful discussion of what that future might hold.

HBKS® Wealth Advisors was established in 2001 when Hill, Barth & King, one of the nation’s most venerable accounting firms, merged with The Sorce Financial Group, an advisory firm headed by brothers Gregory and Christopher Sorce, whose father had been advising clients on financial matters since 1950. The resulting HBK Sorce Financial Group expanded over the next decade into Ohio, Florida and Western New York as well as throughout Western Pennsylvania and Philadelphia, adding licensed financial professionals in a wide range of disciplines, and increasing assets under management to nearly $4 billion.

Today, HBKS® advisors in 12 offices operate with that same family-oriented philosophy, working closely with clients, as neighbors and friends, to holistically address their financial conditions, aspirations and goals.

Our Philosophy

Experience.
Independence.
Collaboration.

We believe successful wealth management is rooted in intelligent planning. We are our clients’ trusted and experienced advisors, with intimate knowledge of our clients’ and their families’ complex, comprehensive finances.

We know that a disparate network of advisors — each familiar with only a segment of the family’s overall financial condition, each with a limited perspective and a personal agenda — cannot manage wealth effectively.

We are dedicated to the principle of independence. We do not offer or promote nor accept agreements to sell proprietary services or products. We are driven and rewarded only by what is in our clients’ best interests.

We are committed to the idea that our role is to consult and collaborate with our clients, to understand each client’s unique needs and develop holistic solutions based on a panoramic view of the client’s financial landscape.

We are financial experts with skills refined over decades of work with affluent families. We have the experience and insight to ask the right questions and generate a financial plan to grow and protect wealth.

Our Values

Business Principles

We are fiercely independent. We aggressively seek the highest-quality investment products and services from the broadest range of options.

We are large enough to have deep resources and talent, and small enough to provide an intimate client experience.

We understand the client’s entire financial life. The whole picture. We develop financial and investment plans that reflect a full understanding of the tax, retirement and estate planning, insurance and philanthropy implications.

We are determined to do everything we do with excellence. We would rather, if forced to choose, be best than biggest.

We are committed to a culture of greatness: great people operating in a great firm.

 

Respect & Relationships

We build deep personal relationships with clients and associates. Togetherness and the family feel pervades our firm.

We are straightforward and transparent — the cornerstones of great client relationships.

We treat everyone with dignity and respect.

We talk regularly with our clients to stay current on their lives and their financial conditions, objectives and challenges.

We value most of all integrity and honesty. We maintain high ethical standards in everything we do – in our work with the firm and our personal lives.

Working Together

We demand teamwork of ourselves and our fellow professionals. We subject our personal interests to the interests of the firm, which are the interests of our clients.

We use our collective expertise to deliver the multi-disciplinary solutions that can resolve our clients’ most complicated and sophisticated issues. We work collaboratively:

  • within our HBKS® professional network to deliver effective, efficient and appropriate solutions;
  • with our clients to develop timely solutions to their challenges and meet their objectives;
  • with our clients’ other advisors for holistic solutions.

We encourage creativity and imagination as keys to a better solution.

We foster an environment of trust and openness. We deliberate objectively and value contrary opinions; we manage ourselves as a one-firm partnership

We think and act like owners.