Rick Hu, B.S., CLTC®, RICP®
Wealth Management Advisor


Midas Wealth

  • Office 917-522-6450
  • Fax 917-677-8711

Welcome to The Midas Wealth Management Group

Team

Our planning process is unique. Each and every client meeting is catered to the expectation of the client. We believe everyone is different, therefore we customize each meeting based on the client’s goals and objectives.

During our meetings, we always seek to listen and understand. To be transparent and educate all our clients with creative strategies to maximize their current and future wealth, and minimize their taxes along the way. We specialize in wealth and tax diversification.

Since 2007, Rick Hu and Midas Wealth have had over 20,000 client meetings. In each and every one of those meetings, we’ve shared ideas and strategies with our clients to improve their financial lives and future.

We are a private wealth management firm servicing over 1,000 clients.


Our team is one of the best

Rick Hu has been recognized by Forbes as one of the top financial security professionals in the country. Many thanks to our hardworking team, amazing clients, and partnership with Northwestern Mutual. This would not have been possible without you.

Forbes Top Financial Security Professionals 2021

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Our Better Money Habits From COVID Are Slipping: Here’s What to Do About It

We help clients with these topics every day. Read more here.

How to Teach Children to Build Healthy Money and Credit Habits

Starting these types of money lessons early can help them establish a solid financial foundation. Read more here.

What Do Mortgage Lenders Look for in a Borrower?

If buying a home is on your list of goals, it helps to know what makes you attractive to a lender. Here are a few key factors.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.