Our Mission

Our mission is to help our clients fund the lifestyle they desire and to design and implement the plans necessary to reach the goals and aspirations they seek for their future generations.

For three decades, the Hoffman Private Wealth Group has designed and implemented our Customized Financial Success System®, which provides unbiased, fiduciary, and transparent Financial, Retirement, and Estate Planning with Prudent Wealth Management. All of our Discretionary Asset Management portfolios include Tactical Downside Protection and Tax Mitigation strategies. Our goal is to work with multiple generations of the families and businesses we serve and to exceed each client’s expectations at every available opportunity.

Mission Statement

Providing Tailored Strategies for High Net Worth Individuals and Families

Services We Offer

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To Name a Few...

  • Professional Portfolio Management
  • Comprehensive Financial Planning
  • Tax Planning
  • Insurance
  • Lending
  • Comprehensive Trust Services
  • Wellness & Risk Management
  • Charitable Planning
  • Excellent Client Service
Elaine Hanna

Talking with our clients feels like talking with family. It brings a smile to my face knowing we’ve helped them -Elaine Hanna

Cost-Efficient Investment Strategies

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One of the most important things that you should discuss with your Financial Advisor is how you pay them -Todd Hoffman

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Flat Percentage Amount


Assets We Manage


Quarterly Basis