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HCR Wealth Advisors

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HCR Wealth Advisors

Every client walks a unique path in life, and we are here to guide you to financial freedom through our innovative framework, The Clarity Formula®

HCR Advisors is a Los Angeles-based registered investment advisory firm offering personalized wealth management for high-net-worth individuals navigating complex financial lives. We serve business owners, professional athletes, divorcees, content creators and influencers, high-net-worth next-generation inheritors, and retirees, with dedicated guidance tailored to each client's unique situation. While rooted in Los Angeles, we work with clients across the country. We operate as true fiduciaries, meaning your interests always come first. Whether you're selling a business, managing a sudden windfall, dividing assets in a divorce, or planning for generational wealth transfer, HCR provides holistic financial planning that moves at the pace of your life. Specialties: Wealth management · Retirement planning · Business exit planning · Divorce financial planning · Athlete financial management · Influencer & creator wealth strategy · Estate planning · Tax-efficient investing · Next-gen wealth transfer

Serving: Los Angeles · Beverly Hills · Westwood · Santa Monica · Malibu · Bel Air · Orange County · San Diego · Nationwide

10/15/2026

A family wants to give $50,000 to charity before year-end.

They could simply write a check. But they may also have other options: donating appreciated securities, contributing to a donor-advised fund, or coordinating their giving with their broader tax and investment strategy.

While the charitable impact may be similar, the financial consequences may not be.

For high-net-worth families, charitable giving can be an important part of a broader wealth strategy. The right approach may depend on what you give, when you give it, which assets you use, and how the decision fits with your overall financial plan.

The timing, funding source, and structure of a charitable gift can matter just as much as the amount.

At HCR, philanthropic planning is part of our holistic approach to wealth management. We help families integrate charitable giving with their broader financial, tax, and legacy goals.

If giving is an important part of your family's financial priorities this upcoming season, discover how thoughtful planning can help you give with greater clarity and intention: https://hcrwealth.com/about-us/our-services

10/05/2026

High-earning business owners, are you leaving money on the table when tax season comes around?

Here are five smart tax planning strategies to help you keep more of what you earn:

1️⃣ Help reduce tax liability while reinvesting in your business.

Maximize contributions to retirement plans (like a 401(k) or traditional IRA) to lower taxable income. In addition to increasing retirement savings, you can free up more capital to grow your business.

2️⃣ Build tax-free income streams for the future.

Use Roth IRA or Roth 401(k) contributions strategically to diversify your tax exposure and create a pool of tax-free retirement income. This can help give you flexibility when you’re managing income from your business later on.

3️⃣ Double the impact of your charitable giving.

Use advanced charitable giving strategies—like donating appreciated assets or setting up a Donor Advised Fund—to help reduce taxes in high-profit years, while supporting causes that align with your values.

4️⃣ Turn market volatility into a tax advantage.

Apply tax-loss harvesting strategies to counterbalance capital gains. Sell an investment that’s lost its value → replace with a similar investment. This can help reduce tax liability in strong income years and improve overall investment returns.

5️⃣ Optimize your finances based on your tax bracket.

At higher income levels, small decisions may have bigger tax consequences, like choosing between municipal vs. taxable bonds and tracking taxes owed on dividends. Understanding your tax bracket helps you time income, deductions, and investments more strategically.

The more you earn, the more strategy matters.

We can help you develop and manage long-term tax planning strategies to keep your business moving: https://hcrwealth.com/about-us/our-services/

09/29/2026

Imagine a successful LA couple in their 50s. They built a business together, accumulated significant retirement assets, and spent years putting a thoughtful estate plan in place.

After a major life transition, they updated their wills to reflect their current family and their wishes. They felt confident they had taken care of everything.

But there was one detail they missed: the beneficiary designation on an old retirement account.

Years earlier, the account had named a former spouse.

When one spouse unexpectedly passed away, the other discovered the retirement account designations didn’t simply follow the wishes outlined in their updated will.

The financial consequences were significant. But the emotional impact was just as difficult.

At an already painful time, the family was left navigating an unexpected complication involving assets they believed were meant to support their future.

The lesson? Estate planning isn't just about creating a will. It's about making sure all the pieces of your financial plan work together.

For affluent families and business owners, that coordination can become increasingly important as wealth, business interests, retirement accounts, and legacy goals become more complex.

At HCR, holistic financial planning helps bring these moving pieces together so your strategy reflects the legacy you want to leave behind: https://hcrwealth.com/about-us/our-services/

Because protecting your legacy isn't just about deciding where your wealth goes. It's about making sure your wishes are actually carried out.

09/24/2026

It can be tempting to wait until December to take a comprehensive look at your finances.

But some of the most valuable planning opportunities exist before year-end.

Here are 5 numbers to know before Q4:

Net worth: How has your balance sheet changed since January?
Savings rate: Are you retaining and directing capital in a way that supports your long-term objectives?
Cash reserves: Is your liquidity appropriate for your spending needs, upcoming obligations, and broader financial plan?
Investment allocation: Has market performance caused your portfolio to drift from its intended allocation?
Year-to-date tax picture: Are there tax planning opportunities that should be considered while there’s still time to act?

None of these figures tells the complete story on its own. Their value comes from putting them into context and understanding how they connect to your broader financial strategy.

For affluent individuals and families, that context becomes increasingly important as investments, taxes, liquidity, estate considerations, and major financial decisions become more interconnected.

At HCR, we take a comprehensive approach to your financial picture, helping you connect these individual pieces into a holistic, structured support system: https://hcrwealth.com/about-us/our-services/

09/22/2026

As we usher in this new autumnal season, we encourage you to stock up on the essentials.

Fall is a great time to reset your financial habits, revisit your goals, and make sure your money is working with the life you want, not against it.

A budget reset, a cash cushion, money and mindset goals, a portfolio review, and a little more intention behind your spending. A fall financial refresh today can help create more financial flexibility tomorrow.

Because enjoying the LA lifestyle is even better when your financial plan can keep up with it.

Happy fall, HCR family. 🍁

09/15/2026

August delivered a constructive but uneven market environment.

Here are 3 developments that stood out to us:

1. Stocks kept climbing. U.S. equities advanced, while international and emerging markets also participated.

2. The bond market faced a different environment. A more hawkish Federal Reserve pushed yields higher, while bonds still posted modest gains. Interest-rate risk and bond selectivity remain important considerations.

3. Geopolitics added another layer of uncertainty. Renewed tensions between the U.S. and Iran pushed oil prices higher, while inflation concerns and questions around government debt continued to influence markets.

The broader takeaway? As market conditions evolve, diversification, quality, and thoughtful portfolio construction remain important.

Read our full August Market Review for a closer look at what these developments may mean for investors: https://hcrwealth.com/market-review-august-2026/

09/11/2026

Shana Tova to our friends and clients! 💙

Wishing you joy, prosperity, and a sweet new year this Rosh Hashanah. May you find good health, financial abundance, and quality time for the things that truly matter.

09/07/2026

Wishing you and your family a safe and happy Labor Day!

As you enjoy time with loved ones and celebrate a well-earned day off, we hope you have the opportunity to relax, recharge, and express gratitude for creating a life you envision.

Thank you for allowing us to be part of your journey.

09/03/2026

Please join us in celebrating our teammate Alexander Collins, CFP®,CEPA® who just passed his exam and is now a CERTIFIED FINANCIAL PLANNER® professional!

We’re proud of your hard work and dedication, and grateful to have you in the HCR family, Alex!

09/01/2026

A new way to save for your child’s future is here. But is it the right fit for your family?

The new 530A Accounts, or “Trump Accounts,” introduce another option for families looking to build long-term wealth for their kids.

Three things to know:

1. There’s a government-funded head start. Eligible children born between 2025-2028 can receive a $1,000 contribution.

2. The account is designed for long-term investing. Funds are invested in certain low-cost index funds and eventually transition into a traditional IRA.

3. It’s not necessarily the best option for every goal. Depending on your family’s priorities, a 529, custodial account, or trust may offer different advantages in terms of taxes, flexibility, and control.

A new financial tool isn't automatically the right financial strategy. The most effective approach is to consider how it may fit alongside the other tools you're already using to build and preserve wealth.

We've broken down how these new accounts work and what families should consider before making a decision: https://hcrwealth.com/how-the-new-530a-trump-accounts-for-children-work/

Address

10866 Wilshire Boulevard Suite 1600
Los Angeles, CA
90024

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

https://www.hcrwealth.com/

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