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Hofer Family Wealth Advisors
1551 Boston Post Road, 2nd Floor, Westbrook, CT 06498
It takes a strong commitment and vast resources to help meet the needs of sophisticated families with significant wealth. Our goal is to provide each family that we advise with the focused attention they deserve–working with our core values in mind: Passion, Integrity, Support, Dedication, and Communication.
Giving back is very important to us. We support many causes that are important to our clients, and we strive to promote the well-being of Veterans, Children, and others who may be facing challenges. Learn more about our philanthropic efforts here.
Awards
Forbes 2026 Best-In-State Wealth Advisor
Congratulations to Garrett Hofer for Being Recognized as a 2026 Best-In-State Wealth Advisor by Forbes
Forbes 2025 Best-In-State Wealth Advisor
Congratulations to Garrett Hofer for Being Recognized as a 2025 Best-In-State Wealth Advisor by Forbes
Forbes 2024 Best-In-State Wealth Advisor
Congratulations to Garrett Hofer for Being Recognized as a 2024 Best-In-State-Wealth Advisor by Forbes
Our Team
As your dedicated wealth advisory group, we care about you and your goals. We help you to work toward your definition of financial success. Learn more about our team below.
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What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
The Hofer Family Wealth Advisors Process
It takes a strong commitment and vast resources to help meet the needs of sophisticated families with significant wealth.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Investment Management
Our investment management process centers around a custom plan for your unique circumstances, incorporating thoughtful guidance for a strategy that aligns with your goals.
Community Involvement
We believe it’s crucial to find groups and charities that we are passionate about supporting. The following list is merely a sample of some of the organizations that we support regularly through monetary and hands-on assistance. Key areas of focus include: Veterans, healthcare for children, preserving wildlife and the environment, and cancer research.
Special Ops Warrior Foundation
Ensure educational support to survivng children of specials ops personnel and financial assistance to severely wounded special ops personnel.
American Corporate Partners
American Corporate Partners (ACP) is a national nonprofit organization focused on helping returning veterans and active duty spouses find their next careers.
Vietnam Veterans of America
VVA’s goals are to promote and support the full range of issues important to Vietnam veterans.
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.
Recent Event: Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
July 01, 2026
Outlook 2026: Mid-Year Update
Janney’s Investment Strategy Group shared its Mid-Year Update, with a generally constructive outlook for the second half of 2026. Be sure to read it to prepare for what’s ahead.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Building Better Password Habits
Cyberfraud does not always begin with a data breach. Sometimes it starts with a password that is too easy to guess, reused across accounts, or stored in an unsafe place. Building better password habits can help protect your financial information and may strengthen your overall digital security.
Choosing the Right Trust for Your Needs
Trusts can be a flexible and effective planning tool for a variety of purposes, including addressing estate planning needs. Because there are many types of trusts, the right structure depends on an individual’s objectives, assets, beneficiaries, and long-term financial plan.
June Investment Perspectives
In this month’s issue, we look at what’s next for the Strait of Hormuz, compare funds versus bonds, and commemorate the 234th birthday of the New York Stock Exchange.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.