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HCO Wealth is a financial investment advisor and wealth management consultant based in Roanoke. They offer a comprehensive range of services to help clients achieve their financial goals and bring order to complex financial situations. Their innovative approach includes financial planning, investment management, and a proprietary LIFT Framework that covers legal, investing, financial, and tax aspects. HCO Wealth is known for being independent and nimble, allowing them to prioritize clients' interests and provide innovative solutions. They also automate budgeting and investments to give clients confidence in their financial plans. With a team of expert professionals and a strong network of partners, HCO Wealth offers personalized strategies for asset protection, estate planning, tax strategies, and more. Their investment platform is backed by institutional-level systems and provides global access with unmatched private banking capabilities. To ensure transparency and educate clients, HCO Wealth offers case studies based on real client situations for educational purposes. Overall, HCO Wealth aims to provide high net worth and high-income individuals with the next generation of private wealth solutions.