Investment Philosophy
Many investors take a model or age-based approach, whereas we create a customized investment planning strategy based on your realistic needs and goals. We understand that each person is unique, and we provide personalized strategies for retirement planning, investment planning, tax planning, estate planning strategies, multi-generational wealth planning, and education funding.
AWARDS AND ACCOLADES
William Hochwalt was recognized as one of Forbes Best-in-State Wealth Advisors in 2023, 2024, and 2025
William Hochwalt, Tyler Hochwalt and Amy Mohnsam are named to the Forbes Best-in State Wealth Management Teams for 2024, 2025 and 2026
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 06/30/2022 – 06/30/23 (Source: Forbes.com)
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31/23. (Source: Forbes.com) Fee paid for use of marketing materials
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