Today’s Modern Family faces unique challenges that require a thoughtful approach to wealth management and financial planning, often times for both their family and their small business. The Hock Group is dedicated to understanding the Modern Family and its many structures to customize financial strategies that are best-suited to those individual needs.

The strength of The Hock Group comes from our experience and expertise. Wealth management requires offensive and defensive expertise, plus strategic thinking at the highest level. Anticipation, market and industry knowledge, a nonconventional approach, and relentless attention to detail are mandatory for consistent success. The synergy of our group is founded on our shared values, and our leverage of the vast resources of Robert W. Baird & Co. gives us a competitive advantage to evaluate trends and opportunities, utilize technology and sophisticated research platforms, and provide us with the necessary tools to develop our unique investment management strategies and to monitor portfolio progress. While not all-inclusive, our practice and individual professional expertise is focused on four primary areas: