01 JUL 2025 / SERVICES UPDATES

Hannis T. Bourgeois Launches Wealth Management Division

- MYCPE ONE Insights Team

Summary

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Accounting firm Hannis T. Bourgeois (HTB) has launched HTB Wealth Advisors, a new wealth management division, in partnership with top-10 wealth advisory company, Savant Wealth Management. The division will offer clients a comprehensive financial solution and makes HTB a fully integrated financial partner.

Hannis T. Bourgeois (HTB) has expanded its service offerings with the launch of HTB Wealth Advisors, LLC, a new wealth management division aimed at providing clients with a fully integrated financial solution. The new service line stems from a strategic partnership with Savant Wealth Management, one of the nation’s top 10 firms in the wealth advisory space.

This expansion brings HTB’s deep tax expertise together with Savant’s wealth planning capabilities to deliver a holistic financial experience. Clients now have access to a wide array of services including investment management, financial planning, estate and trust services, retirement plan consulting, and other wealth transfer strategies—all in a seamless, unified framework.

Managing Partner Jay Montalbano emphasized the strategic intent: “Financial success isn’t just about tax compliance anymore. It’s about unifying wealth strategies to grow, protect, and transfer assets efficiently. HTB Wealth Advisors marks our evolution into a true one-stop financial partner.”

The new service line is positioned to support individual clients, family offices, and businesses looking to align their long-term financial objectives with real-time tax and investment insights. This launch further cements HTB’s commitment to proactive, relationship-driven advisory services for clients across Louisiana and beyond.

Until next time…

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Hannis T. Bourgeois Launches Wealth Management Division

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