Expertise you can count on



At Family Wealth Management, the well-being of our Client Families is the cornerstone of our practice.  We appreciate working to understand a family's distinct value system & financial goals. We honor Family as the Foundation of our Business and our Life.  Our team intertwines the traditional values of the East Coast with the creativity of the West to provide optimal financial services to all members of our professional family.  In today's financial practice, it is essential to be able to bridge generations and geography so we strive to work across family generations to facilitate communication and cooperation. Together, we help families formulate a plan for a variety of future transitions.


Kurt B. Hoffman
Kurt B. Hoffman, CRPC®
Vice President – Wealth Management
Wealth Advisor
Chartered Retirement Planning Counselor (CRPC®)
858-729-5249
kurt.hoffman@ubs.com

Lisa Armacost
Lisa Armacost
Client Service Associate
858-729-5248
lisa.armacost@ubs.com


Family Wealth Management

Family Wealth Management

1200 Prospect Street
Suites 500 And 375
La Jolla, CA 92037
858-729-5249
858-729-5248
855-556-6363 fax
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Kurt B. Hoffman, CRPC®
Vice President – Wealth Management
Wealth Advisor
Chartered Retirement Planning Counselor (CRPC®)
Lisa Armacost
Client Service Associate
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