Who We Are

The Hock Group is an experienced, multi-generational private wealth management team that delivers the best of advisory services, comprised of comprehensive wealth management, advanced financial and estate planning, and the coordination of synergistic expertise that can only be found working with a team of credentialed partners. By utilizing the vast resources of Baird, we work in partnership with modern families in all life stages with complex dynamics and complicated business ventures to help them create and grow wealth, protect and preserve wealth,  and plan for the distribution of wealth in the most tax advantageous way over the  span of multiple generations.  Life is complicated; family dynamics and structures are complicated.  We are here to help you make the management of your wealth as simplified as reasonably possible so you can enjoy the lifestyle you choose.  

Our Mission

Is to connect with and support the specific needs and challenges of modern families in their professional and personal pursuits of financial independence.

The Team

Advanced Planning Team