Who We Are

Who We Are

The Hoffman and Hock Group is an experienced private wealth management team. We are dedicated to offering tailored financial solutions to high net-worth families, business owners and organizations through a unique, consultative process. Read More...


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Services


We invite you to learn more about our philosophy and professional wealth management services by clicking the links below. Our intention is to provide you with a sense of who we are and introduce you to the array of services we can provide to help you achieve financial success.
 

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Wealth Management

We focus on developing and implementing intelligent and informed strategies to achieve our client’s objectives.

Divorce Planning

We team up with divorce lawyers to blend professional expertise. We work as the strategist and provide information regarding financial implications in divorce settlements.

Retirement Planning

Our team realizes the value of looking beyond the numbers in an effort to secure your financial future.

Estate Planning

Through effective estate planning, we can help you and your family build financial security. We can ensure that your estate will be transferred according to your wishes.

Risk Management

We understand the important role of risk management and how it is a key component to providing long-term financial security for your loved ones.

Other Specialized Services

We recognize that planning and investing issues do not always fall into specific categories. Our clients’ unique needs have allowed us to develop an array of specialized services.

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Press Center

Leah Hoffman Recognized Nationally

In the February 20 issue of Barron's, Leah was recognized as one of Barron’s Top 1000 Advisors. This is the third year in a row she has been named as one of the Top Advisors for Arizona.

2011 Marilynn Smith LPGA Charity Golf Classic

Representing the Hoffman and Hock Group at the 2011 Marilynn Smith LPGA Charity Golf Classic, Lana Hock and fellow teammates place 8th.

©2012 The Hoffman and Hock Group • 2425 E. Camelback Road, Suite 530 • Phoenix, AZ 85016 • (Office) 602-224-4900 • (Toll Free) 877-792-3050

The Hoffman and Hock Group is licensed to offer securities in the following states: AK, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, LA, MA, MD, MI, MN, MO, NE, NJ, NM, NY, OH, OR, PA, SC, SD, TX, UT, VA, WA & WI.

Baird financial advisors may only conduct business with residents of the states in which they are properly registered or licensed. This site is for residents of the United States. The foregoing has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy. Please note that not all of the investments and services mentioned are available in every jurisdiction or state. Baird does not offer tax or legal advice. Securities, products and services are offered through Robert W. Baird & Co. Incorporated. Member NYSE and SIPC. ©2012 Robert W. Baird & Co. Incorporated.

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