Practice Areas

Professional Portfolio Management

We manage professional portfolios on a fee basis with 100% transparency and with Fiduciary management responsibility.

Exclusive Opportunities & Institutional Access for Sophisticated Clients

For qualified investors, we offer private equity, hedge funds, alternative investments, private market opportunities, and private placement variable life insurance.

Comprehensive Financial Planning

We design custom plans to help clients outline a framework for retirement income, wealth accumulation and estate planning. We can also assist with second marriage planning (with or without separate children), divorce planning, and assist with special needs family members and inheritance planning.

Tax planning

Whether your goals are to reduce your current or future taxes, or to learn how to best structure your assets, we can help. Whether this means working with your CPA, or Attorney, or introducing you to the top specialist we already work with, we can help.

Insurance

Life, Disability, Long Term Care, Asset Protection. We provide comprehensive reviews of your existing coverages and can design new customized coverage plans to meet any of your needs.

Lending

We offer competitive margin lending, flexible securities-based lines of credit and traditional and non-traditional home mortgages. We can assist you with both sides of your balance sheet to make your assets work for you.

Comprehensive Trust Services

Through our partnership with Raymond James Trust, we can offer current and successor trustee services, estate settlement, various personal representative duties, and concierge services for all types of revocable, irrevocable, and insurance trusts.

Wellness & Risk Management

We have numerous external partners in place to offer our clients assistance in concierge health services, elder and memory care housing and advocacy, fraud prevention, and Medicare planning.

Charitable Planning

We have a wealth of resources for specialized guidance and direct access to donor advised funds, turn key private foundations, and we can coordinate your own family and charitable foundation’s investments, legal planning, and tax activities

World Class Client Service at a fair price

We offer a family office level of service for discriminating clients who deserve the best. We offer all the online tools, webinars, facetime and we also answer our phones and return emails in a timely manner.

Steward Partners Global Advisory LLC and The Hoffman Group maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory LLC.

Raymond James Financial Services and its advisors do not provide advice on tax or legal issues, these matters should be discussed with the appropriate professional.

Raymond James Financial Services and your Raymond James Financial Advisor do not solicit or offer residential mortgage products and are unable to accept any residential mortgage loan applications or to offer or negotiate terms of any such loan. You will be referred to a qualified Raymond James Bank employee for your residential mortgage lending needs. Securities Based Lines of Credit are provided by Raymond James Bank, N.A., a federally chartered national bank. Raymond James Financial Services, Inc. is affiliated with Raymond James Bank, N.A.