HCO Wealth offers a wide range of services to help clients protect and grow their wealth and family legacies. Their full-service model includes advanced tax strategies, asset protection, family protection, and estate planning and administration. They also provide a comprehensive investment platform that incorporates both active and passive investment strategies to maximize returns and minimize costs. The platform allows clients to have a consolidated view of their net worth and investments from various accounts. HCO Wealth is backed by institutional-level systems and has a strong network of partners and experts in various fields to offer comprehensive solutions tailored to each client's needs. Additionally, they offer several investment products such as sector advantage strategy, nova stock strategy, dividend stock strategy, bond ladders, and alternative strategies. For clients seeking a high-level review of their financial situation, HCO Wealth provides a 2nd Opinion Service that includes completing an online financial profile, answering an investment risk quiz, and scheduling an introductory call with one of their advisors.