HFG Trust

About Us

At HFG Trust, we are a fiduciary wealth management firm serving individuals, families, and business owners in Spokane Valley and throughout the Inland Northwest.

We help clients bring the different pieces of their financial lives together. That includes financial planning, investment management, retirement income, tax planning, estate planning, and risk management. Rather than looking at each decision in isolation, we help clients understand how those decisions work together as part of a coordinated financial plan.

Our work starts with understanding what matters to you. Your goals, priorities, family, business, and financial circumstances shape the advice we provide. From there, we help simplify complex decisions, identify opportunities and tradeoffs, and build a plan that can evolve as life changes.

We also recognize that good financial planning often extends beyond our office. When appropriate, we work alongside clients’ CPAs, attorneys, insurance professionals, and other advisors to help keep everyone working toward the same goals.

HFG Trust is committed to the communities we serve. We support local businesses, charitable organizations, and community initiatives throughout the region and believe being a financial partner means being an active part of the community as well.

Our goal is straightforward: to help clients make informed financial decisions and build a financial life that supports what matters most to them. That is what we mean by being Your Financial Partner For Life.