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Take The First Step Toward Your Financial Dreams Today

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CONTACT
Hillcrest Wealth Advisors – NY, LLC
100 Village Court – Suite 202
Hazlet, NJ 07730
Main: (732) 837-4434
Email: dan.yu@hcwadvisors.com

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Disclaimer: Investing involves risk and the value of your investment will fluctuate over time.  Ultimately, you may gain or lose money.

Hillcrest Wealth Advisors – NY, LLC (“Hillcrest”) does not provide legal or tax advice, and the information provided is general in nature and should not be considered legal or tax advice. Consult an attorney, tax professional, or other advisor regarding your specific legal or tax situation.

Hillcrest performs investment advisory services that include non-discretionary financial planning and discretionary investment management through one or more advisory accounts for a fee. Clients are subject to a qualification and acceptance process and must typically invest at least $2,000,000.  Specific information will be provided by Hillcrest before engagement.

Other than with respect to assets managed on a discretionary basis through an advisory agreement with Hillcrest, you are responsible for determining whether, and how, to implement any financial planning recommendations presented, including asset allocation suggestions, and for paying applicable fees. Financial planning does not constitute an offer to sell, a solicitation of any offer to buy, or a recommendation of any security by Hillcrest, its affiliates or any third party.

Hillcrest is a registered investment adviser. You must conduct the evaluation and due diligence you deem necessary to determine whether Hillcrest is suitable for your needs. You are under no obligation to contact or engage Hillcrest.   Please see Hillcrest’s Form ADV Part 2A brochure for additional information about Hillcrest’s advisory services before you invest.

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  • Home
  • About
    • Dan Yu
    • Scott Kennedy
  • Services
    • Comprehensive Financial Planning
    • Asset Management Services
    • Client Oversight Services
  • Contact