Heber Fuger Wendin - Investment Advisors


	Since 1934, HFW’s expert investment advisors have been helping businesses and institutions throughout North America navigate their way to exceptional asset growth and long-term success. Now, HFW has created HFW Compass* Personal Wealth Management Solutions and Service so that we may provide this same skillful investment guidance to you and your family. We have created a four-point course to help you (and us) get started. Click on any of the following links for a self-paced tour through our services and details on how we can help you. Please contact us at 248-258-6866, or use our contact page, for individual assistance with any part of this process.



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1. Define Your Dream: Use this tool to clarify your personal and family long term goals. Your HFW advisor will then help you develop the best plan to achieve them.

4. Navigate Wisely: You now have a partner with whom to collaborate as you refine each step toward your dream. Be involved as much or as little as you like. Your HFW Compass advisor will constantly review your progress, the investment climate and alert you to new opportunities and challenges that may arise.

2. Develop Your Plan: Use this tool to gather, organize and inventory your personal income and expenses in a format that will help you and your advisor assess your present situation and effectively plot your course for the future in step three.

3. Plot Your Course: Using the information gathered in steps one and two, your HFW advisor will analyze and evaluate your personal situation and offer prudent recommendations.

Contact your HFW Compass Advisor at (248) 258-6866 or info@hfw1.com

*Through an agreement with Fidelity Investments, HFW, Inc. provides client account administration and additional services complementary to HFW, Inc.’s own resources and capabilities. This is accomplished by means of HFW, Inc.’s access to the Fidelity Advisor Channel, a PC-based and secure private network connected system offering an integrated analysis, trading and reporting platform.

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