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HCO Wealth is a financial advisory firm based in Roanoke, Virginia. They offer a range of services including financial planning, investment management, advanced tax strategies, asset protection, and estate planning. HCO Wealth takes a comprehensive approach to wealth management, utilizing their proprietary LIFT Framework to address every aspect of clients' financial lives. They have a team of experienced professionals, including portfolio strategists, tax experts, attorneys, and private banking specialists. HCO Wealth is backed by institutional-level systems and partners with Pershing LLC., part of BNY Mellon's global platform. They also maintain a network of subject-matter experts to provide specialized expertise as needed. With their investment platform, HCO Wealth builds portfolios designed for growth and income generation while being tax and cost-efficient. They offer various investment strategies such as sector-driven index funds, growth-oriented approaches, dividend stock portfolios, bond ladders, and alternative investment options. Additionally, HCO Wealth provides a 2nd Opinion Service for clients seeking an independent review of their financial situation. Contact them via email or visit their office in Roanoke for more information.