As part of a multi-generational team, The Hoey Group, we're proud to continue our legacy–addressing the wealth management challenges of families, young and old. For over 50 years we've served a diverse clientele that now includes children and grandchildren of early clients: executives, business owners, physicians, attorneys and "successful savers" who now reside in over 30 states.

What do we believe?
• Increasing each client's wealth and meeting their milestones and long-term goals is a fluid process.
• Cash flow and time horizons are critical factors (If necessary, we can stay quite liquid.)
• Simplifying clients' financial lives and keeping their emotions out of decision-making is part of our job (We take a balance sheet and income statement approach, so that clients understand their net worth and how assets and liabilities may need to be managed.)
• Being proactive is what clients deserve (We update clients on progress toward college savings, retirement, wealth transfer and other key milestones.)
• Urging younger clients to build cash flow and investment positions is important.

What makes me proud?
• Customizing a client's wealth management strategy to help meet their goals and priorities, not industry benchmarks.
• Providing exceptional service and genuine client familiarity.
• Making a positive impact on clients' financial lives and personal outlooks.