We invest in you, first and foremost, taking the time to listen, learn, and better understand who you are.
Our Founder and Managing Partner, David Hohimer, was born and raised in Chicago and now calls Seattle home with his family. Drawing from over 29 years of experience providing comprehensive financial guidance to his clientele.
During this time, David has refined Hohimer Wealth Management’s high-touch portfolio management philosophy to help ensure that clients’ dreams become a reality. That starts with getting to know you and your family, learning about your goals and plans for the future. You are unique, your portfolio management experience should be too.
Hohimer Wealth Management is the sum of our caring and talented team of financial experts. Credentialed professionals at an advisory firm are expected, but a team that builds a lasting relationship with you is exceptional. When choosing a wealth management partner to oversee the fruits of your lifetime, trust is essential. From the onboarding process to the fine print, you will see that our commitment to serving your needs is the foundation of our philosophy.
With over 115 years of combined experience, we draw on the knowledge and expertise of each of our seasoned advisors to provide sound financial guidance. Our managers are always available to help develop your personalized, comprehensive strategy for success.
We provide portfolio management services to individuals, families, pension and profit-sharing plans, corporations, and charitable institutions. No matter your asset composition or investment horizon, our advisors will help construct a cost-effective and tax-efficient allocation strategy that balances your unique cash flow needs and risk profile.
Informed decisions are key to success. To make sure that you achieve your goals, we conduct periodic account reviews that provide you with information useful for rebalancing or adjusting your portfolio based on the economic environment. As our client, you will also have access to our insightful educational resources including regular newsletters and market updates.