Welcome to Hotchkiss-Duck Wealth Management Group

 

The bridge to success is built on trust.   At the Hotchkiss-Duck Wealth Management Group, we value the trusted relationships we build with our clients to deliver customized investment and wealth management services to high net worth individuals. Whether you have inherited wealth or you are a successful business person who wants to ensure the preservation of wealth for you and your family, we will help you bridge the gap between where you are now and where you want to be. We strive to be the advisors of choice for individuals who want to take charge of their finances and seek help in designing an investment plan to achieve their goals.

The chances are you've learned a lot about your comfort level when it comes to assuming investment risk. Now is the time to take this knowledge and work with us to create an investment plan that's backed by our pledge:

 

To always put your interests first and work every day to help you take advantage of opportunities created by changing markets.

 

Our team has over 55 years of time-tested experience in the ever-changing markets - experience that matters in the times we live in. Our commitment to you is that we will listen to you and your needs, prepare a comprehensive plan that is tailored to you, review market conditions with you, and monitor performance to keep you informed.