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Our Services

We are Hoogenboom Wealth Management, an independent financial services firm that has been providing comprehensive financial services since our establishment in 2008. With a combined experience of over 80 years, our team of knowledgeable professionals is committed to assisting clients in achieving their financial goals. As an independent firm we have no proprietary funds or products, allowing us to prioritize our clients' best interests, and offer objective advice and guidance tailored to their specific needs. With office locations in Vermont and Montana, we serve a diverse clientele across multiple regions. Our advisors' focus on active investment management and comprehensive financial planning allows us to provide clients with a range of investment options and strategies that suit their needs. At Hoogenboom Wealth Management, we believe in building strong client-advisor relationships through transparent communication, personalized service, and a commitment to long-term financial success.

Working With Us

At the core of successful wealth management is a strong, trusting relationship between client and advisor. We seek to partner with motivated individuals and families who value a collaborative, long term approach. When considering new clients, we typically look for the following:

A commitment to long-term financial planning
A willingness to engage in open, transparent communication
A mindset that values professional advice and strategic thinking
A minimum of $500,000 in investable assets
A desire for actively managed portfolios

Investing

Working with Hoogenboom Wealth Management allows you to tap into our expertise and guidance when selecting investments.

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Retirement

Retirement planning is of paramount importance as it allows individuals to effectively transition from their working years to a fulfilling and financially secure retirement.

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Estate

The importance of comprehensive estate planning is an essential part of our clients' financial journey.

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Family

We understand the significance of financial planning for families and offer a comprehensive range of services tailored to meet their specific needs.

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We're Here For You!

Since 2008, we have been helping clients of all ages and financial backgrounds, from coast to coast. We’ve helped people just like you explore their goals – and in many cases, meet them.

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