History

Everything we’ve done has been to get you to your destination.

We never wanted to be the biggest wealth management firm. We only want to provide you the best service we can. When we opened our doors, Kaiser Hoffman established a solid foundation on which to grow a firm with the services our clients need. As our clients' needs expanded, so did we. In fact, it was more than eight people could handle, so we developed a plan to strategically partner with other firms who offered services we did not have. As we partnered with these firms, it allowed us to grow the numbers of services our clients receive under one roof, so to speak. Today, it’s made us one of the leading wealth management firms in the country.

Some firms grow simply to get bigger. We grow in an effort to better serve you.
 
  • 2006
  • Inception

    Inception of Kaiser Hoffman

  • 2010
  • Acquisition

    Southwest Wealth Management (Chongqing)*
    *Have since rebranded to Kaiser Hoffman 
  • 2012
  • Acquisitions

    Huatai Wealth Advisors,* Tranzten Investments,* Brinton York Capital,* and BTSM Capital Managment
     *Have since rebranded to Kaiser Hoffman
  • 2013
  • Acquisition

    TMS Trading Group*
    *Have since rebranded to Kaiser Hoffman
  • 2014
  • New Offices/Acquisition

    Opened office in Hong Kong

    Acquisition—Gousen Financial Group*

    *Have since rebranded to Kaiser Hoffman

  • 2015
  • New Offices

    Opened offices in Beijing, Singapore and Shenzhen City