
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

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
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.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
You’ve decided to share your wealth with family. Now what?
May 7, 2025You have the desire – and the surplus financial capacity – to make large gifts to family members. But doing so effectively can be a challenge. Here are some things to consider.Read Now
Financial considerations for multigenerational households
May 7, 2025Multigenerational living can offer financial benefits, but understanding the unique considerations that come with it is key to fostering financial wellbeing among members.Read Now
The art of making your estate plan matter: Using your superpower as a “wise giver”
May 6, 2025Transferring wealth is an act of benevolence, but you shouldn’t do it without considering the type of transaction a gift represents. Wise givers will take into account the needs and wants of the recipient as they decide how to give and how much.Read Now
What April’s solid jobs report means for the stock market and interest rates
May 5, 2025The April 2025 jobs report underscored the labor market’s resilience in the face of trade policy uncertainties and recent market volatility.Read Now
AI tools and your privacy: What you need to know
May 5, 2025Easy-to-use artificial intelligence tools may soon change our work and school lives. But they come with a host of new privacy threats. Here are some ways to help protect yourself.Read Now
3 ways to stay active while in retirement
May 5, 2025Staying active in retirement is important. Here’s how you can stay energized, put your expertise to use and keep your finances in check in retirement.Read Now
The first 100 days: What Trump’s policies mean for investors
May 2, 2025Amid market volatility, we reflect on the impact of the U.S. president’s second-term policies.Read Now