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HCO Wealth is a financial advisory firm based in Roanoke, VA. They offer investment consulting and wealth management services to high net worth and high-income families. HCO Wealth's approach to financial management includes financial planning, investment management, and a focus on every aspect of their clients' financial lives. They use their proprietary LIFT Framework to provide a sophisticated approach to wealth management. HCO Wealth is independent and nimble, allowing them to prioritize their clients' interests and bring innovative financial solutions. They automate budgeting and investments to provide confidence in achieving financial goals. Additionally, HCO Wealth protects wealth through a combination of investment, legal, and financial strategies. Their team consists of experienced professionals who work seamlessly together to protect and grow their clients' wealth. HCO Wealth is backed by institutional-level systems, with their investments hosted and serviced by Pershing LLC., part of BNY Mellon's global platform. They have a strong network of partners and subject matter experts to meet various client needs. HCO Wealth offers a comprehensive range of services including advanced tax strategies, asset protection, family protection, estate planning & administration. They also have various investment products such as sector advantage strategy, growth-oriented Nova stock strategy, dividend stock strategy, bond ladders, and alternative strategies.