Will Hoffman, AIF®
Wealth Strategies Revolving Around You
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Serving Clients Nationwide
Wealth Strategies Revolving Around You
Areas of Focus
- Education Funding
- Estate Planning
- Financial Life Planning
- Insurance
- Investment Management
- Retirement Planning
- Taxes
About Will Hoffman, AIF®
Will Hoffman is a Financial Advisor, an AIF® designee, President of Hoffman Wealth Management. As a financial advisor for over 20 years, Will develops customized and comprehensive financial planning solutions for his clients, while building strong relationships with them so that he fully understands their goals and objectives.Will educates his clients and helps them to pursue their financial goals by management of taxable and retirement investments, provides detailed retirement planning services, and helps to ensure proper insurance and estate planning strategies are in place. He does this all while considering Hoffman Wealth Management mission: To provide INDEPENDENT Wealth Strategies revolving around our clients’ needs and becoming their most trusted financial ally.
Will graduated the University of Pittsburgh at Greensburg with a degree in Business Management. He resides in Harrison City with his wife Jamie and their sons, Liam, Miles, and Nolan. He is also an avid golfer, runner and has completed the Pittsburgh, Chicago, New York City and Boston Marathons. After being at the office, Will enjoys his evenings coaching and cheering on his son's sports teams.
Professional Designations
- Accredited Investment Fiduciary (AIF)
Affiliations
- The AGC
Primary Location
800 Lowry Avenue, Jeannette, PA 15644
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Click the 'Book Intro Call' button above and complete the brief form to contact our office or click the blue button on our website to schedule a discovery call. We look forward to speaking with you.Offers Investment Management
Yes
About Hoffman Wealth Management
At Hoffman Wealth Management, our mission is to provide INDEPENDENT Wealth Strategies that revolve around our client’s needs by becoming their most trusted financial ally.By discussing your financial goals, your tolerance for risk and your current and future income needs we create and implement a comprehensive strategy personalized for you.
Communication will always be a priority. Keeping you up to date with your investments and the broader economic environment is our commitment to you. Our greatest satisfaction come from working with clients for many years and helping them work toward their financial dreams.
Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.
How We Work
While developing a customized financial program, we will walk you through a step-by-step process that can help make you feel confident in your decisions.
Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:
▪️ Investment management
▪️ Retirement strategies
▪️ Estate conservation
▪️ Insurance and annuity products
▪️ College Savings Plans
For more information about our firm and the services we offer, call the office, click the 'Contact Me' button above to send me an email, or the 'Book Intro Call' button to get in touch. We would welcome the opportunity to speak with you.
Education
University of Pittsburgh at Greensburg, Bachelor of Science (BS), Business Administration and Management, General
Hobbies and Interests
- Family
- Golf
- Running
- Sports
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Corporate Executives
- Dual Income Family
- Families
- Gen X
- Intergenerational Families
- Living in Retirement
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