A complete list of active advisors currently associated with Hoff Private Wealth
Warmer can help you find a great advisor at Hoff Private Wealth or one who fits your needs even better.
Hoff Private Wealth is a registered investment adviser that provides financial planning, ongoing portfolio management, and pension consulting to individuals (including high-net-worth clients), corporations, foundations, and employee benefit plans. The firm offers both discretionary and non-discretionary services and generally maintains a $500,000 account minimum for advisory relationships. The firm’s stated investment approach centers on Modern Portfolio Theory, supplemented by fundamental, technical, and cyclical analysis, and typically implements portfolios using ETFs, mutual funds, equities, fixed income, and real estate funds; options trading and short sales are available upon client request. Hoff documents investor profiles and risk tolerance to tailor allocations and requires custody of assets at Schwab Institutional, noting access to Schwab’s research and operational resources. Notable details in the brochure include multiple outside business activities held by the firm’s principals — such as a substance-testing lab, residential and commercial development entities, and restoration/construction businesses — which are disclosed as potential sources of conflicts of interest. The brochure also documents a recent voluntary termination of life and health insurance registrations while continuing to discuss annuities and insurance planning, a combination that is relatively uncommon among similar supported firms.
To learn more about the advisors currently working at Hoff Private Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Hoff Private Wealth's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Wausau, WI
| 6
| |
Wausau, WI
| 9
| |
Wausau, WI
| 7
|
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