Bringing It All Together
The Hoch Haldemann Group is committed to providing customized and comprehensive wealth management services to individuals and families.
The depth of our investment and planning expertise, combined with commitment to personalized attention, can help simplify your financial life.
Every client’s financial goals, situation and personal investment preferences are unique. As your Financial Advisors, our most important job is to truly understand who you are and what you want your assets to accomplish for you. Baird provides access to a broad pool of research, resources and planning expertise from which we can draw when designing customized solutions based on our knowledge of your specific needs in these areas.
Financial and Estate Planning
- Retirement and education planning
- Tax planning
- Wealth transfer
- Charitable giving
- Portfolio management
- Comprehensive advisory solutions
- Brokerage services
- Alternative investments
- Cash management