Discover Our Legacy
Empowering Families Through Generations
Explore how Hosey has been a trusted partner in wealth management, guiding families through financial landscapes with expertise and care.
Our Journey
Our Vision
A Commitment to Excellence
At Hosey, our vision is to empower families of wealth by providing unparalleled service and strategic guidance. We are dedicated to fostering long-term relationships built on trust, transparency, and mutual respect. Our holistic approach to wealth management ensures that every aspect of our clients’ financial lives is expertly managed, allowing them to focus on what truly matters. By integrating planning, investment management, and family engagement, we strive to create a legacy of prosperity and security for generations to come.
Guiding Principles
Our Core Values at Hosey
Meet Our Expert Team
Our team is composed of seasoned professionals dedicated to providing exceptional service and guidance to our clients. Each member brings a wealth of experience and a commitment to excellence in their respective fields.
Alexandra Bennett
Chief Executive Officer
Michael Thompson
Head of Investment Strategy
Samantha Lee
Director of Wealth Management
Our Commitment to Excellence
Dedicated Services for Families of Wealth
Integrated Financial Planning
We offer comprehensive financial planning tailored to meet the unique needs of each family, ensuring a secure and prosperous future.
Investment Management
Our investment management services are designed to maximize returns while minimizing risks, aligning with each family’s goals and values.
Wealth Administration
Efficient wealth administration services that streamline processes and ensure seamless management of family assets.
Family Engagement
We foster meaningful family engagement through personalized strategies that strengthen family bonds and financial literacy.
Philanthropic Advisory
Guidance on philanthropic endeavors to help families make impactful contributions to causes they care about.
Legacy Planning
Strategic legacy planning services to preserve family wealth and values for future generations.
Connect with Our Experts
Ready to take the next step in securing your family’s financial future? Contact us today to learn more about our tailored services and how we can support your wealth management needs.