# HB Wealth

- **Website:** <https://wms-partners.com>
- **Primary alias:** `wms-partners.com`

## Description

HB Wealth, formerly known as Homrich Berg Wealth Management, is a wealth management firm founded in 1989. It serves clients through a fee-only fiduciary approach, providing advice intended to put their interests first. The firm combines financial planning and investment management with tax, estate, retirement, insurance, charitable, and education planning, as well as administrative support and online reporting. Its investment services include personalized portfolio management and expertise in private equity, private credit, and private real estate. For select families, HB Wealth offers family office services, including multigenerational planning, wealth administration and coordination, family engagement, and investment management. The firm also provides outsourced chief investment officer services to select corporations, endowments, foundations, and nonprofits. Its clients include high-net-worth families, business owners, corporate executives, professional practitioners, female wealth creators, people navigating divorce or loss, and multigenerational families. HB Wealth emphasizes credentialed expertise, comprehensive advice, and personalized, ongoing guidance. It has offices across several states and serves families in 49 states, according to information dated September 30, 2026.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Links

- [facebook](https://facebook.com/HBWealthRIA)
- [instagram](https://instagram.com/hbwealthria)
- [linkedin](https://linkedin.com/company/hbwealth)
- [twitter](https://twitter.com/HB_wealth)

## Logos & icons

- icon _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idTjWMRhRM/w/400/h/400/theme/dark/icon.png?c=1bxid64Mup7aczewSAYMX&t=1792002742174)
- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idTjWMRhRM/w/858/h/162/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1792002742070)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Green Vogue | #011e5c | accent |
| Biscay | #1a3a5c | dark |
| White | #ffffff | light |

## Imagery

- banner _(primary)_ — JPEG — [download](https://cdn.brandfetch.io/idTjWMRhRM/w/1500/h/500/id1S0VQTYn.jpeg?c=1bxid64Mup7aczewSAYMX&t=1792002742322)

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_Source: <https://brandfetch.com/wms-partners.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._