Rob Hoynes, ChFC®, works with business owners, company executives and individuals who seek advice in Wealth Management and Business Succession strategies. He specializes in assessing a clients financial situation and objectives and guiding the client toward building a plan to meet those goals.

He has helped business owners in establishing company retirement plans as well as healthcare plans for the benefit of family members and employees. Rob is very familiar with company executive benefit plans such as deferred compensation, stock options and 401k plans.

Rob is a graduate of West Point and went on to earn a Masters of Science in Business Administration from Boston University. He holds several registrations and licenses in investments and insurance across many states.

Rob and his family live in Cheshire. He is an active member in the Chamber of Commerce in both Cheshire and Harwich, Massachusetts. He is involved in his church as well as coaching his children in various sports.

If time permits, please click here to watch a 2 minute wealth management video that shares some information about the services we offer clients.