Hoffman Newman Wealth Management Group

We believe that open and ongoing dialogue is the key to a successful relationship. Before we begin proposing solutions, we hold in-depth discussions with you and, if you wish, your family members and other professional advisors. These discussions allow us to gain a thorough understanding of not just your immediate financial goals, but also the long-term aspirations you and your family share. Our conversations are also an opportunity for you to learn about how we work and what you can expect from us.

At Hoffman Newman Wealth Management, our wealth management process is built around a simple principle: understanding what matters most to you. We believe that financial advice is most meaningful when it’s personal, which is why we begin every relationship by taking the time to learn about your goals, values, and priorities. From there, we work collaboratively to build a tailored strategy that supports your vision for the future. It’s a dynamic, ongoing partnership — one where we proactively manage, review, and adjust your plan as life evolves, ensuring your wealth continues to work in alignment with what’s important to you.

Understanding: We take the time to understand your needs, dreams and aspirations.

Confirmation: We summarize our understanding of your financial priorities and needs to make sure you're in agreement.

Determine Solutions: Our experienced team works together to develop a personal strategy that is designed to help you meet your specific goals.

Present Solutions: We present your strategy to you for discussion and approval.

Implement Solutions: We work with you to put your strategy into action.

Ongoing Management and Review: We monitor the progress of your strategy and adjust it to keep pace with any changes in your life.

Through our discovery process we’ll connect you to the right relationship manager, who based on your specific needs, will build a team of specialists around you to help achieve your vision of success.


You | Portfolio Management | Investment Advice
Private Banking | Estate and Trust Services
Wealth Advisory Services | Direct Investing | Small Business Banking
Commercial Banking | Capital Market Services

We draw on the expertise of a variety of TD investment professionals and risk management specialists who provide our team with economic and market research. This research helps us not only manage your portfolio, but also identify the opportunities that lie in market shifts as they occur.

At TD Wealth, you will have access to diversified and risk-balanced investment choices that aim to take intelligent advantage of market opportunities.

We understand that it may be a complicated process. That’s why we’re here to help. In collaboration with TD estate and trust specialists, we can work with you to develop a customized, multi-faceted strategy to help you protect your family’s wealth as you prepare for the future. We can assist with formalizing your business succession strategy and identifying strategies to help minimize future estate taxes.

TD Wealth Specialists work with your family and, when required, tax and legal advisors, to answer questions about:
• Wills, trusts, and estates
• Executor and trustee services
• Strategies to balance your priorities and charitable goals