WEALTH MANAGEMENT

Grow. Preserve. Protect.

Our financial advisors understand how each stage of life can change your objectives. As priorities change, so too should your financial plan. Taylor Hoffman’s comprehensive wealth management strategy takes advantage of sound market principles, while remaining agile for the curveballs life throws your way.

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OUR FINANCIAL PLANNING PROCESS

Financial planning for every stage of life

Grow
  • Investment management & coaching
  • Saving for retirement
  • Budgeting
  • Maximizing employer benefits
  • Saving for college
Preserve
  • Tax planning
  • Generating income in retirement
  • Maximizing Social Security benefits
  • Preparing personal financial statements
Protect
  • Reviewing insurance policies
  • Estate planning
  • Charitable gifting
  • Working with the next generation
Helping families build their financial future.

The F-A-M-I-L-Y approach to wealth management

Financial Background

It’s no secret: money is complicated. Your feelings about money are a critical component of financial decision-making. Before we offer advice, we first strive to understand your relationship with money.

Assets

IRAs, 401(k)s, savings accounts, your house: these are all cogs in your financial machine. It is necessary to periodically review these pieces to ensure they are all working towards their intended purpose.

Managing Risk

Do you have a plan to protect your family from life’s inevitable uncertainties? Thorough insurance & estate planning can provide a line of defense against an otherwise unpredictable world.

Income Taxes

Are you maximizing current tax laws to keep more of your hard-earned money? We coordinate with clients’ tax professionals to implement tax-savvy wealth management strategies.

Liabilities & Expenses

Are you efficiently leveraging debt? Do you feel confident in your monthly budget? Excessive debt and unchecked spending can slowly and silently erode your nest egg.

Your Long-Term Goals

Managing finances is like aiming at a moving target. Only after taking into consideration the five preceding areas can we properly help you set goals and stay on track to meet them.

financial plan
We leverage our most powerful assets:
People & Technology.

Adapting to today’s complex financial landscape requires leveraging both human and artificial intelligence. Unfortunately, some wealth management firms today choose one over the other: either forsaking technology for “the way it has always been done”, or using an automated, computer-driven approach devoid of any human touch (called “robo-advising”). Taylor Hoffman believes in embracing technology to help guide decision-making, while at the same time staying true to core principles formed through years of educational and professional experience.

Investment Management
An investment plan that works for you.

In our opinion, cookie-cutter approaches are often less effective. Instead, we take into consideration your life stage, risk tolerance, and overall financial goals to assemble a personally-tailored investment portfolio. Click below to learn more about our investment strategies.

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Our Mission
Service through social, intellectual, and financial capital.

Integrity is our cornerstone. It is the basis for the long-lasting relationships we build with our clients. We seek employees who demonstrate intelligence, energy, empathy, and a passion for helping others. That’s just part of being a purpose-driven firm.

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Learn about
Taylor Hoffman’s process.

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