Our Mission

How We Work

Our mission is to provide INDEPENDENT Wealth Strategies that revolve around our client’s needs by becoming their most trusted financial ally.

By discussing your financial goals, your tolerance for risk and your current and future income needs we create and implement a comprehensive strategy personalized for you.

Communication will always be a priority. Keeping you up to date with your investments and the broader economic environment is our commitment to you. Our greatest satisfaction come from working with clients for many years and helping them work toward their financial dreams.

Our mission statement is to help our clients work toward financial independence through planning. We want to spend time with clients to determine their goals and objectives, time horizon, risk tolerance, and help them make suitable financial decisions for their future. Our mission is to build a long-term relationship with me, their trusted and knowledgeable advisor. We aim to accomplish this through education, training, integrity, and outstanding client service.

Where We Work

Hoffman Wealth Management serves clients from numerous varying states, but we pride ourselves in specializing in our hometown, situated just east of Pittsburgh, PA. We are located in Jeannette, PA and serve countless neighboring communities. Below you will find a list of some, not all, of the towns/cities/communities that we serve here in Southwestern Pennsylvania. 

  • Manor
  • Harrison City
  • Irwin
  • Level Green
  • Trafford
  • Penn
  • Westmoreland City
  • Greensburg
  • Adamsburg
  • Export
  • Delmont
  • Youngwood
  • New Stanton
  • Murrysville
  • Pitcarin
  • White Oak
  • Monroeville 
  • McKeesport
  • North Versailes
  • Wilmerding
  • Industry
  • Calumet

One of our primary goals is to develop a long-term, trusting relationship with you.

Our Process

Our Process

We create strategies that are tailored to your needs and goals.

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Our Team

Our Team

Years of experience have prepared us to guide you through your life transitions.

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