Bill Bolen
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
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Sourced professional profile
Nate Allen
Senior Wealth Advisor, Shareholder
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Nate Allen advises affluent families, family offices, foundations and trusts from Towson. His work spans investment portfolios, private investments, cash flow and insurance decisions. He joined HB Wealth in 2025 through WMS Partners and brings experience from J.P. Morgan, UBS and Deutsche Bank Alex. Brown.
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- Areas of focus
- Family office · Alternative investments · Cash-flow planning · Insurance planning
- Credentials recorded in sources
- Not recorded in this profile.
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
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01Which services do you offer for someone with my goals?
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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.
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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.
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Senior Wealth Advisor, Shareholder
Atlanta, Georgia
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Gene Brooks
Senior Wealth Advisor, Shareholder
Atlanta, Georgia
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