About us - Hoopoe Advisors

Story of the Hoopoe Advisors

Several years ago, a few successful families came together looking to support a non-profit that would make an impact in under-served urban communities. To that end, we set up charitable trusts to support the non-profit where a small portion of the families’ assets were invested. That led us to stumble upon the reality that: While many families have become very successful more recently, they have not had the time to develop a comprehensive strategy to steward their wealth, save on taxes, organize their philanthropy, and develop a plan to pass it on to their loved ones without losing a lot in taxes. Additionally, many large financial institutions do not take the time to truly understand the values and needs of such families and customize a wealth strategy accordingly. Thus our firm Strengthening Families & Communities LLC (d/b/a Hoopoe Advisors) was born.

Why the name Hoopoe?

The Hoopoe (or Hud-Hud) bird is an auspicious symbol in many cultures representing integrity, loyalty, intelligence, vision and industriousness. In the prophetic story of Solomon, the Hoopoe was Solomon’s loyal scout-looking for opportunities far and wide to grow the kingdom’s resources. We aspire to be like the Hoopoe for our clients.

Full service wealth manager

We are a full-service wealth manager helping families invest and grow their wealth. We seek to guide them in achieving their financial goals while also empowering them to make lasting impacts through philanthropy and giving back to their communities.

Comprehensive wealth strategies

We create comprehensive wealth strategies covering: investments, trusts & estate planning, philanthropy & foundations, life insurance, retirement, education planning and more.

Smart investing for wealth expansion

As an independent firm, we have the flexibility to offer you access to a wide range of non-proprietary products and services-without the obligation to sell any particular investment or brand - keeping our focus solely on your wealth management and legacy objectives.

Investment Ethics

Our investment philosophy emphasizes ethical investing, and that our clients' investments align with their values. We carefully screen for and seek to minimize investments in alcohol, gambling, pornography, tobacco, war-making. This approach seeks to enable our clients to achieve their financial objectives while maintaining a strong commitment to their values and ethical principles.

Process

We offer a streamlined approach to efficiently address your financial needs.

Establish Client Goals

Our dedicated advisory team meets with you to understand your objectives, preferences, and life goals.

Fact Finding

We perform a thorough assessment of your financial situation to gain insight into your current standing.

Wealth Strategy

We develop and present a customized investment strategy aligned with your financial goals.

Onboarding

If you’d like us to execute the investment strategy, we send over our engagement letter along with and any account openings & transfer forms.

Communicate

We provide access to regular communications, providing perspective on current events, portfolio updates, and performance reporting through various channels including our secure client portal.

Get in touch for a complimentary consultation today

Hoopoe Advisors strives to deliver exceptional financial guidance and personalized service to help you build and preserve your wealth.