Awards
Hoey Hecht Wealth Management Named to Forbes Best-in-State Wealth Management Teams List 2025
We are proud to share that our team has been recognized as a Best-in-State Wealth Management Team for the third consecutive year.
Hoey Hecht Wealth Management Named to Forbes Best-in-State Wealth Management Teams List 2024
We are proud to share that our team has been recognized as a Best-in-State Wealth Management Team for the second consecutive year.
Forbes 2023 Best-in-State Wealth Management Team
We are honored to be recognized as a Best-in-State Wealth Management Team published by Forbes.
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Robert W. Hoey, AWMA™, AIF®, CEPA®
Executive Vice President/ Wealth Management, Branch Manager
J. Martin Kirsch, Jr., AWMA™
Associate Vice President/Wealth Management, Account Executive
Robert T. Hoey
Financial Advisor
Susan D. Westerfer
Senior Private Client Assistant
Jennifer Massara
Private Client Assistant
Maeve Tobin
Registered Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Community Support
The team members of the Hoey Wealth Management Group are proud of the level of commitment and involvement they exhibit through numerous organizations and associations in their local community.
Business Retirement Plans
We are committed to working with your organization to deliver innovative, results-oriented strategies. Our step-by-step process has been developed to help you reach your goal of offering a well-designed plan with high-level service that helps your valued employees achieve financial security.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Up Next: Cybersecurity and AI Best Practices
The threat of cybercrime and identity theft looms larger than ever.
Recent Event: Holistic Financial Strategies for Business Owners: Build, Grow, and Transition
Did you know an estimated 65 to 80% of a business owner’s net worth is tied to their business?*
Recent Event: Maximize the Value of Your Business with Insights from an Investment Banker
If you own a business, selling your company could be the most important financial transaction you’ll undertake.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
April 01, 2025
Three Strategies to Navigate Market Volatility
The middle of a period of market fluctuation is rarely the best time to adopt new investing strategies. But here are some actions you should consider.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Protecting Your Business: The Importance of Insurance
The day-to-day demands of running a business can be all-consuming. This article takes a look at a few important considerations for the protection of you and your business.
Should I Convert From a Traditional IRA to a Roth IRA in a Volatile Market?
Soaring inflation and global conflict have led to ongoing stock market volatility. Retirement savers may be wondering, “Is now a good time to convert to a Roth IRA?”
How to Reduce Taxes on Employer Stock in a 401(k) Plan
If you participate in a 401(k), or other qualified retirement plan that lets you invest in your employer’s stock, consider the tax deferral opportunities of net unrealized appreciation.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.