Hoffmeyer Wealth Management

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Fort Collins, CO
Hoffmeyer Wealth Management

Hoffmeyer Wealth Management is dedicated to helping our clients strengthen, protect, and fortify their financial lives.

Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. We streamline our clients’ wealth management and bolster their strategies with customized solutions so they spend less time worrying and more time enjoying life. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor.

[Endorsements, Recommendations, Reviews] received o

n this profile may or may not be from a verified client, and as such may or may not reflect real-life experiences of individuals who used our services. Individual results vary, and CWM, LLC does not claim, nor should the reader assume, that any individual experience recounted are representative of what anyone using our services may experience.

06/17/2026

Retirement spending can be harder to plan for than many people expect.

Fixed expenses are usually easy to list. The harder part is accounting for the discretionary spending, one-time purchases, and lifestyle changes that can add up once retirement begins.

A stronger spending plan starts with more realistic assumptions. https://hoffmeyerwealth.com/insights/blog/dont-blow-your-budget-tips-to-create-your-retirement-spending-plan/

06/15/2026

The S&P 500 didn’t move much last week.

But that doesn’t mean the market was standing still.

While some big technology names cooled off, other areas of the market were holding up better than the headlines suggested.

For investors, that’s the part worth looking at more closely. https://hoffmeyerwealth.com/insights/blog/modest-sp-500-gains-mask-improving-market-breadth/

06/13/2026

It’s easy to focus on how much you want your portfolio to grow.

The harder question is how much risk you’re willing to take along the way.

Our Investment Risk Tolerance Quiz can help you better understand your comfort level, expectations, and investing mindset. https://hoffmeyerwealth.com/risk-tolerance-quiz/

06/12/2026

Social Security timing is more personal than many people realize.

Waiting can increase monthly benefits for some retirees. For others, claiming earlier may help address cash flow needs, survivor benefit decisions, or pressure on investments during a difficult market.

The key is knowing which scenario actually applies to you. https://hoffmeyerwealth.com/insights/blog/claiming-your-social-security-benefits-early-when-it-may-not-pay-to-wait/

06/10/2026

Estate planning can feel like one of those things you know matters, but keep pushing off.

That makes sense. It asks you to think through your assets, your wishes, your family, and the people who may need to make decisions later.

Our Estate Planning Checklist can help you see what’s already handled and what may still need attention. https://pages.hoffmeyerwealth.com/qPPQA0_resource?guidekey=estate-planning-checklist

06/08/2026

Good economic news does not always get a good market reaction.

The S&P 500 sold off Friday after a stronger-than-expected jobs report, ending a nine-week winning streak.

But one day rarely tells the whole story.

This week’s commentary looks at why the move may say more about profit-taking and rate expectations than a major shift in the economy. https://hoffmeyerwealth.com/insights/blog/markets-good-news-is-bad-news-response-to-jobs-report-may-actually-be-good-news/

06/06/2026

College planning often starts with a simple question:

"Are we prepared?"

The challenge is that many families don't know the answer until costs start getting closer.

Take a few minutes to gauge your readiness and identify what may need attention. https://hoffmeyerwealth.com/college-readiness-quiz/

06/05/2026

Financial planning isn't about locking yourself into a plan.

It's about creating enough flexibility to adjust when life changes.

From career moves and growing families to unexpected opportunities, even small shifts in priorities can have a ripple effect on your financial future. https://hoffmeyerwealth.com/insights/blog/the-opportunity-in-change-how-changing-goals-change-financial-plans/

06/03/2026

06/01/2026

The S&P 500 just posted its ninth consecutive week of gains.

At the same time, consumers continue to spend despite slower income growth and a lower savings rate.

Strong markets can make the story feel simple. The reality is often more nuanced.

This week's commentary explores what's happening beneath the headline numbers. https://hoffmeyerwealth.com/insights/blog/market-commentary-sp-500-makes-it-nine-weeks-in-a-row-as-consumers-keep-spending/

Address

3711 John F Kennedy Pkwy #240
Fort Collins, CO
80525

Telephone

(970)8218500

Website

http://hoffmeyerwealth.com/

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