Working With You

Todd Hoffman and the Hoffman Group at Steward Partners are passionate about providing tailored solutions that meet the needs of high net worth individuals, families, business owners, physicians, executives and corporations.

We work hard to build strong Trust with our clients, always placing their concerns first, providing comprehensive wealth management solutions for Millennials, Baby Boomers, and Retirees, Including Custom Solutions with:

  • Fee-Only advice/No Commissions – Professional Portfolio Management, focusing on Conservative Wealth Preservation and Tactical Growth strategies for building wealth and generating income with Fiduciary Responsibility
  • 401(k), 403(b), 457, Profit Sharing, Deferred Compensation plans & IRA Rollovers
  • Pre and Post-Divorce Planning, Sale of Business and Assets, and Death Distribution services
  • Annuities, Life Insurance, Disability, Long Term Care Insurance, College Planning & 529 Plans