
The Hodgson Coyle Group
Awards and Industry Recognition

Forbes
Welcome
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At The Hodgson Coyle Group, we look to provide a different kind of experience for the individuals and families we serve. We offer technical insight and years of experience guiding high-net-worth and ultra-high-net-worth families. But more important, we pride ourselves on being people of integrity who put client interests first. That principle has been the foundation of our work—and equally the foundation of our success. By looking out for client interests, we are proud to have created a culture of mutual trust and loyalty.
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A team to rely on
We built our team, steadily and purposefully, as a single source for diverse needs. Clients from varied paths, including business owners, corporate executives, real estate investors, technology entrepreneurs, and wealthy families, look to us for a sophisticated caliber of strategy. We are a team that offers continuity across generations, connecting with clients from different life stages. Our Advisors, Sam Hodgson and Stephen Coyle, can help guide family members at different points in their trajectories, smoothing the transfer of wealth and cultivating strong stewardship across generations.
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Close-knit ties with sustained attention
We work with a select group of families, dedicating significant energy to each relationship. Each of our engagements begins with an in-depth plan—one that delineates goals that we track annually. We pride ourselves on steady execution that is in harmony with clients' intentions for their wealth—the blueprint of our overall approach. We also conduct quarterly portfolio reviews to align their investments relative to their objectives and market conditions.
Accomplished families look to us for offerings that reflect an intimate understanding of their needs:
- A comprehensive financial plan
- Portfolio design, including access to alternative investments
- Tax-sensitive wealth transfer
- Risk analysis and mitigation
- Pre-liquidity-event planning
- Access to residential and commercial lending
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Service designed to exceed expectations
Each of our team members offers an ingrained work ethic and dedication to client well-being. If we don't immediately know the answers to client inquiries, we are skilled in tracking them down, providing clients with reassurance, reducing stress, and forging a clearer path to their ambitions.
As important, we love interacting with our clients— hearing about their lives and walking with them through significant events in their professions, families, and personal passions. Many of our relationships have matured into long-standing friendships. We are honored by these ties, mindful of the value of client trust. Client referrals are our primary source of new relationships—a fact that spurs our continuing commitment to excellence.
Meet Our Team
Insights

5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
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June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
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When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
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Middle East tensions challenge renewed investor confidence
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5 things working in markets today
June 27, 2025In a shifting market landscape marked both by uncertainty and near all-time highs, we focus on what’s working.Read Now
Paying with debt: How to leverage your investments
June 26, 2025Borrowing against your investments and assets can help you fund new opportunities while preserving liquidity. Find out which options might be a fit for your needs and goals.Read Now
Thinking about buying another home? Here’s what to consider
June 24, 2025When assessing if adding another home to your real estate portfolio is the right move, consider the financials as well as your motivations for buying and life stage.Read Now
How to pass down the family vacation home
June 23, 2025Careful estate planning can help you accommodate your children’s differing lifestyles, needs, even tastes in décor – and allow them to truly enjoy the family vacation home.Read Now
Is deal activity on the rise? 3 signs we see now
June 20, 2025Dealmakers are ready for a rebound. Here’s why we’re optimistic.Read Now
Your guide to buying a home
June 20, 2025Whether you’re a novice or you’re experienced in the home-buying market, discover some things to think about as you move forward in the process.Read Now
When is a custodial account a good choice?
June 18, 2025What is a custodial account, and when is it the right choice? We explore the pros and cons in this comprehensive guide.Read Now
When it comes to luxury travel, experience is king
June 16, 2025According to a recent survey by Chase Travel, interest in bespoke experiences and celebrating special occasions are motivating and shaping luxury travel.Read Now
Middle East tensions challenge renewed investor confidence
June 13, 2025Markets brace for impact, but positive economic signs suggest recovery could continue.Read Now