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Financial planning

Work with a Wealth Relationship Manager to assess your current finances and develop a personalized financial plan.

Your partner in wealth management

Good financial planning[@financial-planning] requires a well-rounded approach. By focusing on your financial needs and what’s most important to your family we can help you make long-term financial decisions. As your goals evolve over time, we’ll be here to help you adjust your personalized financial plan. 

Key benefits of our financial planning service

Access to global opportunities

We provide market views and insights from around the world to help you make more informed investment decisions.

Continuous investment support

Your HSBC Wealth Relationship Manager is available whenever you want to discuss your portfolio and financial goals.

Tailored financial planning

The planning process is personalized to your needs and takes into account your entire financial wellbeing.

How it works

Start with a financial review

Your Wealth Relationship Manager, and a team of financial professionals, will gain an in-depth knowledge of your financial picture, so they can offer you personalized support, in areas including:

  • Protecting your family and assets
  • Planning for retirement
  • Preparing for your children’s education
  • Financing for buying a home
  • Developing your wealth and protecting your legacy

What happens during a financial review?

The planning process is personalized to your needs and takes into account your entire financial wellbeing.

We'll work with you to:

  • Identify and prioritize your short and long term goals
  • Focus on how to help you grow, protect, manage and transfer your wealth in line with your ambitions
  • Adjust your plan throughout your financial journey

Ready to invest?

Already an HSBC client?

Log on to online banking to schedule an appointment with your Wealth Relationship Manager.

New to HSBC?

For more information on financial planning, give us a call.

From within the U.S. or Canada:

800 662 3343

From outside the U.S. or Canada:

847 876 1574

Monday through Friday, 8am to 6pm Eastern Time

You might be interested in


We have a variety of investment solutions to help you achieve your financial goals. 


If you need advice with retirement planning, we have investment options which may help you enjoy life later. 


We can help you save for your children's education expenses with practical financial solutions. 

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Discover strategies to address uncertainty and help you prepare for life’s twists and turns.

Additional Information

    Investment, annuities, and variable life insurance products are offered by HSBC Securities (USA) Inc. (HSI), member NYSE/FINRA/SIPC. In California, HSI conducts insurance business as HSBC Securities Insurance Services. License #: OE67746. HSI is an affiliate of HSBC Bank USA, N.A. Whole life, universal life, term life, and other types of insurance are offered by HSBC Insurance Agency (USA) Inc., a wholly owned subsidiary of HSBC Bank USA, N.A. Products and services may vary by state and are not available in all states. California license #: OD36843.

    Investments, Annuity and Insurance Products: Are not a deposit or other obligation of the bank or any of its affiliates; Not FDIC insured or insured by any federal government agency; Not guaranteed by the bank or any of its affiliates; and subject to investment risk, including possible loss of principal invested.

    All decisions regarding the tax implications of your investment(s) should be made in connection with your independent tax advisor.

    Research backgrounds of brokers and firms for free by visiting FINRA's BrokerCheck website.

    United States persons are subject to U.S. taxation on their worldwide income and may be subject to tax and other filing obligations with respect to their U.S. and non-U.S. accounts. U.S. persons should consult a tax adviser for more information.

    Environmental, Social & Governance (“ESG”) and Sustainable Investing (“SI”)

    HSBC Securities (USA) Inc. (“HSI”) does not provide recommendations or advice on any products based on ESG or SI considerations except in certain discretionary solutions or based on HSBC Group’s* policies. Customers can purchase ESG/SI related products on our platform on a self-directed basis. For our general ESG/SI disclosure, click Disclosures- HSBC. Information about HSBC Group’s approach to Sustainability can be found at Our climate strategy | HSBC Holdings plc.

    *HSBC Group refers to HSBC’s global affiliates.