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Monday 8:30am - 5pm Tuesday 8:30am - 5pm Wednesday 8:30am - 5pm Thursday 8:30am - 5pm Friday 8:30am - 4pm

Todd M.Hoffman, CFP, CPM, Wealth Advisor-Steward Partners Global Advisory

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Todd M.Hoffman, CFP, CPM, Wealth Advisor-Steward Partners Global Advisory

At The Hoffman Private Wealth Group, we help families and businesses fund the lifestyle they desire and achieve their goals.

Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family,
institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth
planning and investment strategy implementation, professional asset services, private banking,
institutional consulting, international advisory and business solutions. We pride ourselves on delivering

bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions,
LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners
Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.

03/03/2026

HPWG Podcast March 2026: Markets Are Moving — Here’s What Investors Should Know

Markets have been anything but calm lately — and this weekend’s geopolitical developments have only added to the uncertainty.

In this episode of the Hoffman Private Wealth Group Podcast, Wealth Managers Todd Hoffman and Jenna Makras discuss the current state of the markets, including volatility, economic indicators, and international market performance. They also touch on political influences affecting the financial landscape and provide insights into their investment strategies moving forward.

In this episode, we cover:

• What the Middle East conflict could mean for markets
• Why this volatility is normal — not a reason to panic
• How AI is quietly reshaping market leadership
• Why we’re trimming past winners to fund future ones
• Where new opportunities may be emerging
• Our outlook on rates, bonds, and economic growth
• Why staying disciplined matters in uncertain markets

Click here to watch: https://ow.ly/YUec50YoJw0

10/05/2025

HPWG October Market Update: Can This Be the Launchpad for a Year-End Rally?

September defied the odds with the strongest performance since 2010 — but October is already testing investors with Fed moves, a government shutdown, and earnings season on deck.

In this month’s Hoffman Private Wealth Group Podcast, Todd and Jenna break down what these shifts mean for portfolios, where the real opportunities lie, and why volatility might actually be your best friend heading into year-end.

Click here to watch the latest episode - https://ow.ly/8EER50X6aZF

Disclosures: https://ow.ly/WBmW50X5RL8

10/04/2025

HPWG October Market Update: Can This Be the Launchpad for a Year-End Rally?

September defied the odds with the strongest performance since 2010 — but October is already testing investors with Fed moves, a government shutdown, and earnings season on deck.

In this month’s Hoffman Private Wealth Group Podcast, Todd and Jenna break down what these shifts mean for portfolios, where the real opportunities lie, and why volatility might actually be your best friend heading into year-end.

Click here to watch the latest episode - https://ow.ly/EOif50X6aVw

Disclosures: https://ow.ly/WBmW50X5RL8

10/02/2025

HPWG October Market Update: Can This Be the Launchpad for a Year-End Rally?

September defied the odds with the strongest performance since 2010 — but October is already testing investors with Fed moves, a government shutdown, and earnings season on deck.

In this month’s Hoffman Private Wealth Group Podcast, Todd and Jenna break down what these shifts mean for portfolios, where the real opportunities lie, and why volatility might actually be your best friend heading into year-end.

Click here to watch the latest episode - https://ow.ly/MNeU50X5RL7

Disclosures: https://ow.ly/WBmW50X5RL8

08/06/2025

🎥 A sneak peek behind the scenes at our latest HPWG video shoot with Todd, Jenna, and Andy!

An incredible day of collaboration, conversation, and connection.

We’re excited to share new videos soon—packed with insight, inspiration, and the heart of what makes HPWG unique.

07/24/2025

We’re tactical discretionary managers with a focus on long-term growth. While we don’t trade daily, we stay alert to shifting trends that may present new opportunities—or emerging risks.

At one point, energy stocks aligned with broader market momentum. More recently, we’ve seen increased attention around technologies like AI, semiconductors, and components powering autonomous vehicles and defense innovation.

Rather than chasing the past, we strive to identify forward-looking themes and construct portfolios that reflect evolving market dynamics.

Every investor’s goals and risk tolerance are unique—but if you’re interested in a data-informed, trend-conscious approach to portfolio management, we’d be happy to share how we think about positioning for growth.

Let’s connect - https://ow.ly/oWaX50WuQje
_____________________________________________________

This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it. The strategies and/or investments discussed in this material may not be appropriate for all investors. Steward Partners recommends that investors independently evaluate particular investments and strategies, and encourages investors to seek the advice of a Wealth Manager. The appropriateness of a particular investment or strategy will depend on an investor’s individual circumstances and objectives. . Past trends are not indicative of future results.

Todd Hoffman is a Wealth Manager with Steward Partners, participating in the Steward Partners Discretionary Asset Management program. The Discretionary Asset Management program is an investment advisory program in which the client’s Wealth Manager invests the client’s assets on a discretionary basis in a range of securities. The Asset Management program is described in the applicable Steward Partners ADV Part 2, available at https://ow.ly/I3sZ50WuQjg or from your Wealth Manager.

Because of their narrow focus, sector investments tend to be more volatile than investments that diversify across many sectors and companies.

07/18/2025

Jonathan joined Hoffman Private Wealth Group as a Client Administrative Manager in April 2025, and today, we’re excited to share a brand-new video that gives you a closer look at the newest member of the team.

From his journey to HPWG to what drives him every day — you won’t want to miss it.

🎥 Click the link to get to know Jonathan better: https://ow.ly/wbuU50WrnTm

07/17/2025

Do you want your Income to be Taxable or Tax Free?

According to JP Morgan, Municipal Bonds’ supply is 40% higher this year than last. This has created a short-term buying opportunity at attractive prices and high yields. We don’t think this opportunity will last. If you are in a high tax bracket, and you have over $250,000.00, we would like to share our portfolios with you.

Let’s talk! https://ow.ly/98oT50WqFqQ

Important Information About Municipal Bonds: https://ow.ly/WMKf50WqGLH

07/13/2025

Our Q3 2025 Market Update Podcast is here—and this time, you can watch as well as listen.

Join Todd Hoffman and Jenna Makras as they pull back the curtain on:
• This year’s wild market swings
• The political drama shaking up Wall Street
• The real story behind the “One Big Beautiful Bill Act”
• Why international markets are stealing the spotlight
• What the Fed’s next move could mean for your portfolio

Whether you’re an experienced investor or simply looking to stay ahead of the curve, this episode is packed with:
• Actionable strategies
• Insider perspectives
• A few laughs along the way

Plus, discover how our growing team and exclusive investment opportunities can help you finish 2025 strong.

Watch or listen now and see why this could be your best investing year yet!

https://ow.ly/7KNV50Wo0go

07/09/2025

07/02/2025

Freedom isn’t free—which is why we’re taking a moment this Independence Day to reflect, recharge, and honor the values that make opportunity possible.

Hoffman Private Wealth Group Holiday Hours:
Thursday, July 3rd – Closing early at 1:00 PM
Friday, July 4th – Closed
Monday, July 7th – Resume Normal Business Hours

We hope you enjoy time with family, fireworks, and the freedom we’re all fortunate to share.

At Hoffman Private Wealth Group, we’re proud to help our clients pursue their own version of independence—financial freedom built with purpose.

Wishing you a safe and meaningful 4th of July.
—The HPWG Team

06/19/2025

In celebration of diversity, The Hoffman Private Wealth Group will be closed Thursday, June 19th, for Juneteenth. We will resume regular operations on Friday.

Address

600 Cleveland Street, Ste 1150
Clearwater, FL
33755

Opening Hours

Monday	8:30am - 5pm
Tuesday	8:30am - 5pm
Wednesday	8:30am - 5pm
Thursday	8:30am - 5pm
Friday	8:30am - 4pm

Website

http://www.todd-hoffman.stewardpartners.com/

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