HCO Wealth offers a range of services to help protect and grow wealth and family legacies. Their full-service model includes advanced tax strategies, asset protection, family protection, and estate planning & administration. They have a team of experts in portfolio management, tax planning, business and estate law, and private banking. HCO Wealth is backed by institutional-level systems through their partnership with Pershing LLC., part of BNY Mellon's global platform. Their investment platform incorporates both active and passive strategies to maximize returns and minimize costs. They offer various investment products such as sector advantage strategies, growth-oriented stock strategies, dividend stock strategies, bond ladders, and alternative strategies.

Additionally, HCO Wealth provides a 2nd Opinion Service where clients can receive a high-level review of their current financial situation. The service involves completing an online financial profile, answering a short quiz about investment risk, and scheduling an introductory call to review the results with an advisor.

For more information about their services or to get started with the 2nd Opinion Service, interested individuals can visit their website or contact them via email or phone.