HCR Wealth Advisors is a financial services and wealth management firm based in Los Angeles, California. The firm specializes in providing financial advice and investment management services to individuals and entities. During its history, the firm has been known among its clients as providing the superior customer service to its clients. In other words, the firm allows clients to make their own investment decisions and avoid being sold unnecessary investment options. There are two individuals who have contributed to making HCR Wealth Advisors a successful investment firm. These individuals are the founder and chief executive officer Greg Heller and Senior Managing Director Steve Weinberger.
Greg Heller founded HCR Wealth Advisors 30 years ago. As of today, he is personally responsible for managing $375 million in client assets. Heller began his career working at a brokerage firm and then decided to start up his own wealth management firm. When he founded HCR Wealth Advisors (@HCRwealth), Heller looked to make his firm one that focused on the welfare of the client and which always made them the top priority. Greg also looked to provide clients with objective and unbiased advice as well. One of the core aspects of the firm’s philosophy is to establish lifelong relationships with clients and help to ensure that they get what they need out of their investment endeavors. Over the years, Greg Heller has grown the firm from a small boutique firm into an SEC-registered financial advisory and asset management company.
Another key executive of HCR Wealth Advisors is Steve Weinberger. He completed a MBA from Pepperdine University with an emphasis in Finance. Steve joined the firm in 1998 and has served for 20 years. Today, he personally manages $175 million in assets for clients. When he first joined the firm, it was a small boutique establishment. However, under his leadership, Steve helped grow the firm into one that currently manages over $1 billion worth of investor assets. Weinberger specializes in helping clients put together investment portfolio strategies that are highly personalized. This has enabled many clients to earn steady returns on the assets they invest in.
HCR Wealth Advisors is not affiliated with this website.