We provide personalized investment advice to help successfully plan and manage your wealth while considering your goals for today as well as the future.
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.
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.
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.
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.
Is to connect with and support the specific needs and challenges of modern families in their professional and personal pursuits of financial independence.
Lana E. Hock, CFP®, ChFC®, CDFA®, QPFC
Financial Advisor | Director
Michael Wagner, CFP®
PWM Financial Planner | Vice President
Amanda Logan, MBA
Client Assistant - PWM Phoenix
Director of Tax Planning
Baird Trust Strategist
Director of Baird Family Wealth