HCO Wealth is a financial advisor and wealth management firm located in Roanoke. They offer a range of services including financial planning, investment management, advanced tax strategies, asset protection, family protection, estate planning and administration. HCO Wealth prides itself on its innovative approach to financial management, using their proprietary LIFT Framework to address every aspect of clients' legal, investing, financial, and tax needs. They have a dedicated team of experienced professionals who work together to protect and grow clients' wealth. HCO Wealth's investment platform is backed by institutional-level systems, hosted by Pershing LLC (part of BNY Mellon's global platform) for enhanced market advantages. They also have a strong network of partners and experts to provide specialized solutions. Additionally, HCO Wealth offers case studies showcasing their successful client outcomes and various product options such as Smart Index, Quantum strategies, Bond Ladders, and Alternative Strategies. They also provide a 2nd Opinion Service for clients seeking a high-level review of their current financial situation.