Our Practice

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:

Private Wealth Management

Our comprehensive, goal-focused wealth management services are the foundation of every client relationship.

NextGen Wealth Building

We have developed a simplified approach to help young investors get started on the right path to build wealth through every phase of life.

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

Working with an advisor team that includes a Certified Divorce Financial Analyst (CDFA), could result in better outcomes throughout your divorce process.

By choosing The Hock Group you will receive the customized financial planning that best meets your unique financial needs. Whether you’re just starting your career and family, growing a successful business, or planning for retirement or family legacy, we partner with you to help you achieve your financial goals.

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