Bill Bolen
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
Request introduction
Sourced professional profile
Gene Brooks
Senior Wealth Advisor, Shareholder
Meet Gene.
Gene Brooks advises affluent individuals, families and foundations through HB Wealth Family Office in Atlanta. While his work covers a broad range of financial planning needs, he has a particular interest in complex estate planning. He holds the CFP designation and studied business and finance at Georgia Tech.
View professional sourceBefore your first conversation.
- Areas of focus
- Family office · Estate planning · High-net-worth families
- Credentials recorded in sources
- CFP®
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
- Confirm current details before relying on this listing.
Make the first conversation count.
01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
HW
HB Wealth
8 listed professionals
HB Wealth, formerly Homrich Berg Wealth Management, provides fee-only wealth advisory, investment management and family office services. Its planning work integrates investments with tax, estate, retirement and multigenerational financial considerations.
Research before you connect.
Professional sources reviewed 2026-09-16. Location: Official biography office. Listing does not imply participation, endorsement, or availability for new clients.
Portrait from the linked professional or editorial source. Rights remain with the original owner.
Keep exploring
Explore the team More people at HB Wealth (formerly Homrich Berg).
Emily Bentley
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
Request introduction
John Bochniak
Senior Wealth Advisor, Shareholder
Alpharetta, Georgia
Request introduction