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Colin G. Hoehn

Merrill Lynch
Investment Advisor

Contact Information:

125 High St 19th Fl
Boston, MA 02110
United States
T: 617-946-4233
colin_hoehn@ml.com

Years in Business:

 

18

Clients I'm Seeking:

 

We are looking for clients with investable assets of 250K Plus. Our group concentrates on helping clients with their financial and investment needs by helping to develop strategies to manage personal and/or business finances. We stress a disciplined, long-term approach to investing and emphasize financial planning to help you determine your financial needs and risk tolerance. We provide the highest quality of service to our clients. Portfolio performance and client satisfaction are our primary objectives.

About My Business:

 

The KCH Wealth Management Group was founded with the goal of delivering the vast resources of one of the world's most prestigious wealth management firms with all the intimacy and personal service of a boutique. By taking a holistic approach to the wealth management process, we aim to assist clients with every aspect of their financial lives. We have provided financial advice and wealth management services collectively for over 50 years. We manage a combined $500 million in corporate, family and individual assets held here at Merrill Lynch. We have extensive experience assisting the Firm's high-net worth clients with wealth preservation, retirement income and estate planning, personal and business credit & lending, and comprehensive asset management.

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