As Van Alstyne and the surrounding US-75 corridor undergo historic growth, The HGRF Group is committed to providing the residents of Collin and Grayson Counties with a higher standard of financial stewardship. While many firms focus on transactional investments, we offer a process-driven, holistic wealth management experience designed for families with complex financial lives.

What Sets The HGRF Group Apart:

The Power of Partnership: Through Merrill Lynch, our clients gain access to world-class investment research and global capabilities, paired with the seamless banking and lending convenience of Bank of America.  

Institutional Sophistication, Local Heart: We specialize in serving corporate executives, business owners, and HNW families who require advanced strategies in tax-efficient investing, concentrated stock management, and legacy planning.
 
​A Multi-generational Mission: We don’t just manage portfolios; we steward legacies. Our team works across generations to ensure that the wealth you build today creates a lasting impact for your children and the community tomorrow.


Our Core Areas of Focus:

​Legacy & Estate Planning Services: Navigating the transition of wealth with purpose and precision.
 
Executive Benefit Strategies: Optimizing RSUs, stock options, and deferred compensation for professionals in the DFW tech and corporate hubs.
 
Custom Home & Land Financing: Facilitating complex lending needs for those building custom estates in Chapel Creek Farms and Mantua. 
 
Philanthropic Advising: Helping families align their financial success with their community values.

At The HGRF Group, we believe there is always a "math answer" and a "human answer." Our goal is to ensure they align perfectly for your family.