The Hock Group -- Private Wealth Management

Wealth Management

We provide personalized investment advice to help successfully plan and manage your wealth while considering your goals for today as well as the future.

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NextGen Wealth Building

In the early stages of building wealth, there are far more questions in your life than answers. Let the Hock Group help you get started on the right path.

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Business Owner Solutions

We help business owners through all phases of growth, consulting on employee benefit plans, business expansion, and succession. Your business is likely your most valuable asset and we want to help you keep it that way.

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Divorce Financial Planning

Divorce can be very complex and represents one of the biggest financial turning points some individuals will ever face. Emotions run high and once the divorce is finalized, some decisions are irrevocable. Our team could significantly improve your outcome; don't face it alone.

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Who We Are

The Hock Group is an experienced, multi-generational, multi-location, private wealth management team that delivers the best of advisory services, comprised of comprehensive wealth management, advanced financial and estate planning, and the coordination of synergistic expertise that can only be found working with a team of credentialed partners. By utilizing the vast resources of Baird, we work in partnership with modern families in all life stages with complex dynamics and complicated business ventures to help them create and grow wealth, protect and preserve wealth, and plan for the distribution of wealth in the most tax advantageous way over the span of multiple generations. Life is complicated; family dynamics and structures are complicated. We are here to help you make the management of your wealth as simplified as reasonably possible so you can enjoy the lifestyle you choose.

Our Mission

Is to connect with and support the specific needs and challenges of modern families in their professional and personal pursuits of financial independence.

Our Vision

We envision redefining financial independence for modern families by creating pathways to balance, security,and long‑term prosperity.

Our Values

Family‑First: We put families at the heart of every financial decision.
Trust & Integrity: We act with honesty, transparency, and accountability at all times.
Personalized Partnership: We listen deeply and tailor solutions to each family’s unique journey.
Education & Empowerment: We provide clarity and knowledge to build confidence and independence.
Balance & Well‑Being: We believe financial success should support a meaningful, balanced life.
Long‑Term Focus: We prioritize sustainable strategies over short‑term outcomes.
Adaptability & Innovation: We evolve with modern families and a changing financial landscape.