When we work with families of affluence, business owners approaching transition, or up-and-coming business leaders and professionals, they share the same concerns about wanting to make wise decisions. They’re not after quick fixes, they want answers that make sense. That’s where we come in.
Estate Planning transcends the question of “Will I have enough?” and poses a new question: “What will I leave behind?” That question requires asking some important questions that can impact generations.
Perhaps contrary to what much of the market might say, Wealth Management isn’t a function of asset allocation, it’s a function of insight. The starting point is to understand what you want to achieve, then implement a plan accordingly.
Employee Benefits don’t just benefit the employee; properly designed, they can benefit the business, the owner, the employee, their families, and your clients. But too many conversations stop at price, making it difficult for you to get the most from your benefits. We can show you a different way.
You deserve a sophisticated advisor. Whether you’re addressing long term estate issues, wealth management considerations, employee benefits plans, or planning how you’ll transfer or gift wealth in the future, it deserves a degree of sophistication that aligns with your goals.
Decades of active work with hundreds of clients have resulted in a repertoire of solutions that will benefit you, and the people important to you.
Denny Hop, MA.Ed, CLU, CFP, CHFC
Denny Hop has spent the last 30 years helping affluent families make intelligent decisions about their wealth. Through estate planning, philanthropic gifting, business succession and life transitions; Denny has delivered solid guidance to sophisticated wealth holders.
Colleen Hop, B. Comm
Colleen Hop has a focus on working with business owners and a reputation for taking the time to really understand what’s needed, before she starts making recommendations. The result: business owners who have clarity, confidence and a plan.
Patrick Barkwell, CLU
Patrick Barkwell cares deeply for the well-being and on-going prosperity of his clients. His focus on providing quality product and great customer service has set him apart as an expert in wealth accumulation planning, risk management and tax minimization strategies.