At Hopkins Wealth Management Group our goal is to serve the long-term financial interests of our clients by preserving and growing their capital in a tax efficient manner. For close to twenty years we have used fundamental security analysis and a balanced / value investment discipline to prudently manage individual, customized investment portfolios. From the beginning our mission has been to help clients achieve their financial goals using traditional values, common sense and good stewardship.
As the founding member of Hopkins Wealth Management Group it has always been my desire to create a professional wealth management firm that operates without conflicts of interest, and whose sole focus is on safeguarding the long-term financial objectives of our clients. Recognizing that each relationship is unique, we seek to develop and implement a long-term plan that is specific to your situation designed to preserve capital first, grow it second and provide for supplemental income for your lifetime.
We strive to organize your "financial house" which includes your assets, asset allocation strategy, liabilities, insurance, income tax, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future. Hopkins Wealth Management Group helps you simplify the demands of managing your wealth in order to enable you to devote time to your business, your personal endeavors and your family.
We organize your assets, asset allocation strategy, insurance, and your financial and estate plans to help simplify, consolidate and integrate every aspect of your financial future using technologies that are constantly changing and cutting edge.
I invite you to learn more about our firm on this website or by contacting us at (714) 602-2908.