The Hoge-Barrett Group of BB&T Scott & Stringfellow is a multi-disciplinary advisory practice providing integrated investment strategies and personalized wealth management for affluent individuals, successful executives, entrepreneurs and their families. We deliver a disciplined approach and fresh perspective tailored to help you achieve your vision of a sound financial future. We focus on your best interests, and your client experience is our primary concern.
Knowing successful relationships require a range of roles, skills and expertise, we have assembled a distinguished team of professionals committed to your financial success. Each team member focuses on different aspects of the overall management process, allowing us to find suitable areas of opportunity, adjust investment strategies and make changes as needed.
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As Senior Managing Director of The Hoge-Barrett Group, Brett W. Hoge has earned several recognitions within BB&T for his performance, including the Sterling Performers award, the John Sherman, Jr. Leadership award and membership in the firm’s Presidents council. Brett was recognized by the Triad Business Journal as one of its 40 Leaders Under Forty in 2016, and a "Top 400 Financial Adviser" by The Financial Times in 2017, 2018 & 2020.
In 2020, Brett was named one of the Top 1200 Financial Advisors in the U.S. for the second year in a row by Barron's, ranking 3rd in his home state of North Carolina, up from 6th in 2019. Click here to learn more.
Successful investing requires a disciplined process and a long-term view. Our client-centered solutions are a reflection of strategies incorporating global trends, values and calculated risks. The focus of every strategy we design is to pursue a healthy rate of return while minimizing draw-downs and losses according to your tolerance for risk.
After a comprehensive consultation with you, we design an investment strategy to reflect a suitable blend of equities, fixed income and cash or cash equivalents. If you desire – and where it is appropriate – we can discuss other risk management strategies for the portfolio, including covered call options. These accounts are directed on an advisory basis, primarily through our discretionary Professional Management Program (PMP) where there are no commission charges, but rather fees paid quarterly based on total assets within the program account. Quarterly performance reports are prepared for regular face-to-face meetings. After implementing an investment strategy, we work closely with you to monitor your ongoing financial needs while working towards your long-term goals.
Integrity, transparency, confidentiality and commitment are the cornerstones of our client relationships. We fully appreciate the gravity of our fiduciary role, and strive to provide comprehensive guidance and prudent solutions that best reflect your investment needs.
Our team’s experience, combined with the resources of one of the largest and most respected financial institutions in the nation, offers our clients a full range of professional financial planning and investment advisory services including:
■ Comprehensive Asset Management
■ Diversified Investment Strategies
■ Tax-efficient Income Solutions
■ Goals-based Investment Planning
■ Wealth Preservation
■ Financial Education
■ Retirement Planning
■ Estate Planning
■ Concentrated Stock Strategies
■ Bank and Lending Services
Our client base is comprised primarily of:
■ Affluent individuals
■ Corporate executives
■ Business owners
■ Professional services providers — doctors, attorneys, etc.
Click here to meet the team.