Some things are better outsourced. Your financial future isn't one of them.

Every investment journey begins with an investor road map. At the Hitchcock Investment Group, ours is more thorough and personalized than most.

You're an individual with your own hopes and dreams for the future, but too often financial planning tools only offer the same options of cookie-cutter investment mixes and guesswork about your financial needs, without taking the time to understand your personal goals. At the Hitchcock Investment Group, we believe you deserve better.


A Personalized Approach

We're a unique team of financial experts who believe a personalized approach to managing your investments doesn't end when you become a valued client; in fact, it's just the beginning. With over 25 years of investing wisdom behind us and a keen eye to the future, we're driven to deliver a highly-personalized investment experience driven by a deep knowledge and understanding of the markets.

Superior Investment Intelligence

As a boutique wealth management team, we're committed to keeping our portfolio management in-house. A part of the Private Client Group at Wells Fargo Advisors, we have unparalleled access to timely market intelligence and expert resources, so we can make more informed and smarter investment decisions for our clients.

A 360-Degree Client Experience

Smart investment decisions and market intelligence are only part of our story. Our uniqueness comes from the personal relationships we cultivate with our clients. We're great financial strategists, and we're even better listeners. Our Client Experience is designed to be a thoroughly 360-degree approach to investing, where we take the time to understand our clients' ambitions and craft a realistic investment strategy to help them reach their financial goals and investment ambitions.

You can find out more about our services, investment approach and client experience here on our website. Or you can call or email the Hitchcock Investment Group to set up an appointment with one of our investment professionals.

Phone: 415-291-1203, Email: