Welcome to the home of Hogg & Hauber Private Wealth Management


Whether you are looking for investment advice or wealth management for yourself, your family, or your business, we have the experience, time, and resources to help you achieve your goals. Our team specializes in providing unbiased advice and tailored solutions for professionals, business owners, and high net-worth families whose affairs have become increasingly complex. We recognize wealth management extends beyond traditional investment advice and money management, which is why we deliver a fully integrated suite of services including tax minimization strategies, retirement planning, legacy creation, and business succession planning.

Making sense of today’s ever-changing financial markets is not easy. With over 35 years of experience, our team follows a disciplined investment philosophy to withstand the volatility of today's markets. We believe a focused approach is the key to successful money management, which eliminates the emotion from investing.

Our clients come first, and it is our priority to ensure your financial goals are achieved and your personal objectives are met. Our relationships are built on an unparalleled level of trust, open communication, and mutual understanding. We ensure any changes in your personal circumstances are accurately reflected in your wealth management planning. Our highly qualified team of experts considers all aspects of your financial affairs, from daily cash flow management to offering tax-efficient solutions for helping your loved ones. Contact us today to learn how our innovative strategies can help you enjoy your success as we build and preserve your wealth.


Consolidating assets for a secure, successful retirement

Jean-Pierre and Sharon are ready for the next step of their wealth journey – retirement. Find out how consolidating their assets and a custom financial plan helped this family feel secure and excited about their new life.

Michael Hogg

Senior Portfolio Manager & Investment Advisor

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Derek Hauber, CIM, CFP

Portfolio Manager & Investment Advisor

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Christina Pellegrini

Christina Pellegrini, CIM

Associate Investment Advisor

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Michele Caughey

Associate

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Dennis Tsai

Investment Associate

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Tatijana Gamble

Client Experience Associate

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