The Hoge-Barrett Group of Truist Investment Services, Inc.
110 S Stratford Rd
Suite 502,
Winston Salem, NC 27103
Who we are
The Hoge-Barrett Group is a multidisciplinary advisory practice providing integrated investment strategies and personalized wealth management for affluent individuals, corporate executives, entrepreneurs, and their families. We deliver a disciplined approach and fresh perspective tailored to help our clients achieve their vision of a sound financial future, with their best interests and delivering a superior experience as our primary concerns.
Knowing that productive relationships require a range of roles, skills, and knowledge, we've assembled a distinguished team of professionals committed to our clients' 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.
The Hoge-Barrett Group was recognized by Forbes and SHOOK Research as a Best-in-State Wealth Management Team for 2024 and 2025*.
*Each team of advisors is chosen by SHOOK Research based on an algorithm of qualitative and quantitative criteria, including: in-person interviews, industry experience, compliance records, revenue produced and assets under management. The award was presented on January 2024/2025 and is based on the aforementioned criteria through the calendar year preceding the award date.
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Specialties
Investment planning
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Investment management
Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more
Financial planning
Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions
Sam Siceloff
Registered Client Service Associate
Chelsea Walters
Client Service Associate
Katelyn Lane
Client Service Associate
Harry Cross, CFA®
Portfolio Management Officer, Director
Sara Langley
Client Service Associate
Aaron Spivey, CFP®
Financial Consultant
Rhonda Pellegrino
Registered Client Service Associate
Productive 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 decreasing drawdowns and losses according to a client's tolerance for risk. After a comprehensive client consultation, we design an investment strategy to reflect a suitable blend of equities, fixed income, and cash or cash equivalents. All accounts are directed on an advisory basis, primarily through our discretionary Professional Management Program (PMP), where there are no commission charges but quarterly fees based on the program account's total assets. Quarterly performance reports are prepared for regular face-to-face meetings. After implementing an investment strategy, we work closely with the client to monitor their ongoing financial needs while working toward their long-term goals.
Investment Philosophy
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 our clients' investment needs.
Areas of Experience
Our team's experience, combined with the resources of one of the largest and most respected financial institutions in the nation, offers our clients, who primarily include affluent individuals, corporate executives, business owners, professional services providers (doctors, attorneys, etc.), and pre-retirees, a full range of professional financial planning and investment advisory services.
Our Services
- 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
