Hoff Private Wealth

Hoff Private Wealth is a privately held financial advisory firm located in Wausau, Wisconsin. The firm is relatively small, with a team of four employees, and generates annual revenue of $2.5 million. Hoff Private Wealth distinguishes itself by offering a comprehensive financial planning service built on evidence-based investing and tax-aware strategies. Their primary focus is on providing actionable financial planning and consulting, rather than selling specific products or company affiliations. They emphasize building fiduciary relationships with clients, helping them understand their complete financial picture, and delivering exceptional service. Hoff Private Wealth aims to guide clients towards the most intelligent financial decisions, acting as a centralized point for their entire financial plan and supporting them through complex choices. In addition to traditional financial planning, Hoff Private Wealth offers vetted introductions to specialized professionals for clients' specific needs. This includes connecting individuals with accountants, estate planners, and experts in business succession, catering to the requirements of business owners. For inquiries or to learn more about their services, potential clients can visit Hoff Private Wealth's website at hoffwealth.com.