Hardee Investment Group - RBC Wealth Management - Houston, TX
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Hardee Investment Group
H. H. "Will" Hardee, AWM
Senior Vice President - Financial Advisor,
Senior Portfolio Manager - Portfolio Focus
Mark Gobert
Financial Advisor
Heather Hardee-Gobert
Financial Advisor
Teena Rodgers
Senior Financial Associate
Kathy Hensarling
Client Associate
First City Tower
1001 Fannin, Suite 1200

Houston, TX 77002
Map & Directions

Phone: (713) 853-0879
Toll Free: (800) 838-0757
Fax: (713) 651-3366

In The Client's Best Interest

J.D. Power & Associates Ranks RBC Wealth Management Highest in Investor Satisfaction

Trophy.JPGWe are proud to share that RBC Wealth Management was ranked "Highest in Investor Satisfaction With Full Service Brokerage Firms” in the J.D. Power & Associates 2013 Full Service Investor Satisfaction StudySM. We believe this honor reflects our steadfast commitment to always putting clients’ interests first.

View press release.


Welcome to the Hardee Investment Group Online

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Welcome, and Thank You for Visiting.
The Hardee Investment Group starts with you—your priorities, values, and concerns. From there we create a customized plan, with strategies and solutions to help you grow, protect and transfer your assets. It transcends investing- and encompasses your long-tern goals and needs, to help you live the lifestyle you desire. At the Hardee Investment Group, everything we do is In The Client's Best Interest.

If you are new to the Hardee Investment Group and RBC Wealth Management, we encourage you to learn more about the Strength You Can Trust.


 
Will Hardee Named to Barron's and Financial Times Top Advisors Lists
In 2013, Will Hardee was named to the Financial Times' list of the top 400 Advisors in the U.S., and was nominated to Barron's "Top 1000 Advisors in America" for the fourth consecutive year. 
 
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  Will Hardee has been recognized by Barron's as one of the Top 1000 Financial Advisors in the U.S.(2010, 2011, 2012, 2013).   Will Hardee has been named as a Financial Times Top 400 U.S. Advisor for 2013.
 

 
Did You Know?
Do you know you can access your accounts online through RBCWM Connect right from the Hardee Investment Group website? Save our homepage as one of your favorites. Doing so provides quick access to check our website for any updates prior to viewing your accounts. Now that you've saved this page as a favorite, look at the top right corner. You'll see two links; click on the one that says "Access Accounts". This will direct you to the RBCWM Connect portal.

Not signed up for online access? It's quick and easy to do so. You'll need to create a user name, hint and password, as well as provide a few pieces of information to register. Once registration is complete, you can access your accounts. Quick and simple. Take a peek at our Online Access fact sheet for more reasons to sign-up.


 
While insurance may not be fun to think about, it is an important but often overlooked wealth management planning tool.
Click the link to watch a brief video from Ward Ring, Director of Wealth Management Consulting. Contact Heather Hardee Gobert to begin a conversation to make sure you provide for your loved ones.

Learning to Master Emotions
For many years we have written about “greed and fear” and how they affect investors. We have used greed to sell and fear to buy. This is still a hard concept to master because fear occurs during panic and stress. This results in investors freezing like deer caught in headlights. Currently we find ourselves in such a situation; short on good news and long on problems. Perhaps Rudyard Kipling said it best with his poem “If”. We all can learn to better master our emotions and become better investors. 

The Four Stages of Market Structure
View an interesting pictorial guide to the four stages of market structure: Accumulation, Markup, Distribution, and Decline.  Use the Zoom controls at the bottom of the page for a closer look at each section.  View Diagram

Take the Next Step...Together
We welcome you to experience the Hardee Investment Group difference yourself. Contact us today at 713-853-0879 to learn more.

Contact Us


H. H. "Will" Hardee is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, LA, MI, MN, MO, NC, NM, NY, OH, OK, OR, PA, TN, TX

Mark Gobert is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, LA, MI, MN, MO, NC, NM, NY, OH, OK, OR, PA, TN, TX

Heather Hardee-Gobert is currently registered to conduct business with residents of the following states: AR, AZ, CA, CO, CT, FL, GA, LA, MI, MN, MO, NC, NM, NY, OH, OK, OR, PA, TN, TX

Non-U.S. residents click here. Please note that not all of the services and products mentioned in this site are available in every state. The information within this web site has been prepared for informational purposes only and is not an offer to buy or sell, or a solicitation of an offer to buy or sell, any security or instrument or to participate in any particular investment or trading strategy.


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