
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

Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now
Helping your parents retire: How to get started
May 19, 2025Ensuring your parent’s successful retirement starts with a successful conversation.Read Now
What’s on the horizon for the proposed House reconciliation bill?
May 16, 2025The proposed bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
What’s on the horizon for the new House reconciliation bill?
May 16, 2025The new bill includes an extension of 2017’s Tax Cuts and Jobs Act. What could this mean for the economy and markets?Read Now
Family wealth services: Building in a more holistic approach to wealth management
May 15, 2025With wealth transfers, increasingly complex portfolios and demand for personalization on the rise, family wealth services can offer investors more holistic wealth management.Read Now
The value of family engagement and governance in wealth planning
May 15, 2025Establishing a values-centered framework for your family’s wealth can foster smoother family dynamics, decision making and transitions.Read Now
How to successfully gift to heirs
May 14, 2025Winning wealth-transfer plans combine distribution policies, investment strategies and family governance principles. Here’s how you can potentially hit this trifecta.Read Now
April 2025 inflation rate lower than expected: What this means for investors
May 14, 2025The April 2025 Consumer Price Index (CPI) print from the Bureau of Labor Statistics showed that inflation cooled further in April. However, the potential impact of tariffs still looms.Read Now
How to better position portfolios before the hard data changes
May 9, 2025The impacts of elevated uncertainty aren’t fully reflected in the hard data. Here are a few things investors can do now.Read Now
May 2025 Fed Meeting: Rates hold firm again as FOMC takes ‘wait and see’ approach
May 8, 2025The Federal Reserve held interest rates steady during its May meeting and vowed to take a “wait-and-see” approach to future cuts.Read Now