Hoffman Wealth Management

Hoffman Wealth Management Hoffman Wealth Management—Wealth Strategies Revolving Around You. Let’s create a strategy tailored to your goals! Member FINRA/SIPC. finra.org sipc.org.

We help busy families & active retirees navigate complex financial decisions, ensuring their wealth supports the life they desire. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or

completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

06/22/2026

Be honest: Did you ever actually use algebra in your everyday life? 📐🤔

Author Cary Siegel joins us to discuss why financial literacy needs to be treated as a core life skill, rather than an overcomplicated mystery. The truth is, money management is often made to feel so overwhelming that even highly educated professionals like doctors and attorneys completely avoid it.

But managing your wealth shouldn't require a master's degree. When you simplify the concepts into short, digestible steps and focus on daily consistency, anyone can master their money. Learning how to protect and grow your assets is a lesson that pays off far longer than any high school math class.

👇 Do you think financial management should be a mandatory school subject?

Watch the full discussion on YouTube to see how we're breaking down the barriers to smart investing!
https://youtu.be/2X_r3073R4s

06/21/2026

"Stop trying to keep up with the Joneses... they are going broke." 🤯

If you want to know how Cary Siegel managed to retire early and hasn't had to work a single day in the last 20 years, it boils down to one simple rule: live off your means, and invest the rest.

Whenever Cary received a bonus during his career, less than 1% of it went toward "living today". Instead of upgrading his car or buying things he couldn't afford just because someone else had them, he put that money straight into the market and into his family.

Getting rich slowly might not sound glamorous, but it is the only guaranteed way to buy back your time and your freedom.

👇 Are you building a strategy to buy back your time?

Watch the full episode on YouTube to learn how to break the cycle of living paycheck to paycheck! https://youtu.be/2X_r3073R4s

Today, we’re celebrating a dad who is always in his kids' corner. Happy Father’s Day to Will!From the office to the runn...
06/21/2026

Today, we’re celebrating a dad who is always in his kids' corner. Happy Father’s Day to Will!

From the office to the running trails, Will gives 110% to everything he does, especially when it comes to his family. Whether it's sports or filmmaking, he loves supporting his three boys in whatever they pursue. 👨‍👨‍👦

Cheers to an amazing father, leader, and family man. Have a great day, Will (and all of the fathers and father figures)! 😁🎉

Parents: Next time you’re heading out on a family road trip, skip the radio and plug this episode into the car speakers....
06/18/2026

Parents: Next time you’re heading out on a family road trip, skip the radio and plug this episode into the car speakers. 🚗💨

Financial literacy isn't being taught in schools, but it's one of the most critical skills our children need to succeed. On this week's Wealth on the Move, host Will Hoffman talks with Cary Siegel, the brilliant mind behind the book Why Didn't They Teach Me This in School?. Cary originally wrote these 99 simple money lessons just for his own kids—and now he's sharing them with us.

They dive into:
✅ How to teach your kids about saving vs. spending.
✅ The power of "getting rich slowly" (and avoiding the comparison trap).
✅ Cary's secret trick to saving 20% or more on medical bills just by asking.

Don't let your family learn these lessons the hard way.

Check out the link below to watch or listen now! 👇🔗

In this episode of Wealth on the Move, host Will Hoffman engages wi...

06/10/2026

If you’ve ever sat down with a financial advisor, you’ve probably been told to put 60% of your money into stocks and 40% into bonds to stay "diversified."

In this quick clip, Mark Miller from the Hilton Family Office shares some eye-opening data. In the last 20 years, there have been three separate years where BOTH stocks and bonds plummeted at the exact same time. That means the traditional safety net completely disappeared for millions of families.

The ultra-wealthy don't rely on this old formula anymore. Instead, they structure their wealth using unique institutional investments that protect their downside while keeping their returns steady and less volatile.

👇 Don't let an outdated strategy put your retirement at risk. Click the link below to watch the full episode on YouTube!
https://youtu.be/kiBaNkyHbv8

06/09/2026

🤯 The average Baby Boomer is entering retirement with only $200,000.

Let that sink in for a second. We are constantly told that Boomers are the wealthiest generation in history, but the aggregate numbers are hiding a very scary reality. Even worse than that average? Half of the entire Baby Boomer population has less than that amount saved.

In this quick clip, Mark Miller, Managing Director of the Hilton Family Office, reveals why the old way of saving for retirement is completely broken. The truth is, the traditional retail system hasn't been able to protect your money against compounding, massive inflation since we left the gold standard in the 1970s.

If you are getting close to retirement or wanting to make sure your household is building a legacy that actually lasts, it’s time to stop playing the standard retail game and start looking at how the "smart money" plays defense first.

👇 Click the link below to watch the full episode on YouTube and learn how to shift your financial mindset!
https://youtu.be/kiBaNkyHbv8

06/08/2026

Most people think that to make big returns in the market, you have to take on massive risks. But the ultra-wealthy look at things a little differently. 🤫

Check out this quick clip from our latest podcast episode where Mark Miller, Managing Director of the Hilton Family Office, reveals how they structure their biggest investments. Their number one rule? Safety first.

Mark shares how they work to completely eliminate downside pressure so they can sleep well at night, without giving up those outstanding upside returns. It’s a total mindset shift from the way average retail investors are taught to handle money.

👇 Want to see the full breakdown? Click the link below to watch the entire episode on YouTube!
https://youtu.be/kiBaNkyHbv8

When you think of the Hilton family, you think of an iconic American legacy. But building generational wealth is one thi...
06/04/2026

When you think of the Hilton family, you think of an iconic American legacy. But building generational wealth is one thing, protecting it so it lasts for five, six, or seven generations is a completely different ballgame.

On this week’s episode of Wealth on the Move, we are joined by a very special guest: Mark Miller, Managing Director of the Hilton Family Office! 🏨✨

Mark shares some incredible, eye-opening insights into the mindset shifts everyday investors need to make to start thinking like the "smart money". We talk about why chasing the highest possible return can actually hurt your portfolio, how the Hiltons approach market volatility by playing defense first, and the critical importance of teaching the next generation financial responsibility.

Whether you are working toward your first million or preparing for retirement, this conversation will completely change the way you look at your financial future.

👇 Watch or listen to the full episode now!



Hilton Wealth

Ever wondered how a billionaire dynasty keeps, grows, and protects ...

🚚🎶 Summer is here, Jeannette! The fun starts TONIGHT!We are incredibly proud to announce that Hoffman Wealth Management ...
06/04/2026

🚚🎶 Summer is here, Jeannette! The fun starts TONIGHT!

We are incredibly proud to announce that Hoffman Wealth Management is a Diamond Sponsor for the upcoming Jeannette Food Trucks & Concert Series!

There is nothing we love more than serving our community, and the party kicks off tonight! Mark your calendars for every other Thursday from 6:00 PM to 8:00 PM. Come out this evening to catch our first food trucks and awesome live music, and keep the fun going all summer long:

TONIGHT (6/4): Skypilot
6/18: Twisted Fate
7/2: Chain Reaction
7/16: My Own Worst 90's Band
7/30: Eastcoast Turnaround
8/13: Willow Hill
8/27: Gary Pratt
9/10: Brothers Kelly

A huge thank you to the Jeannette Business Association and the Jeannette Initiative for putting this all together. We are so excited to stand alongside so many fantastic local businesses to help bring this to life.

We can't wait to see our clients, neighbors, and friends out there tomorrow. Come hungry, bring a lawn chair, and get ready for a great time! ✨

06/03/2026

Planning for the future starts with having the right strategy in place.

Hoffman Wealth Management helps individuals and families navigate important financial decisions with personalized services, including investment management, retirement strategies, estate conservation, insurance and annuity products, college savings plans, and more.

Whether you’re preparing for retirement, building long-term financial confidence, or planning for the next generation, Hoffman Wealth Management is here to help guide the way. 📈

Address

800 Lowry Avenue
Jeannette, PA
15644

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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