Insight-based advice

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Two women laptop

Kathryn Julie Hoy, CRPC, CDFA

Director

Financial Advisor

Having spent many years in financial services I have learned a lot about what is important to people in their lives. The conversations vary but the similarities remain.  Questions that pertain to retiring are not uncommon, but when and what that retirement looks like, can be very different. Taking care of family while still taking care of yourself so you are able to enjoy those retirement years is also important.  

The breadth of my experience in the financial services industry offers multiple perspectives and resources in helping you reach your short and long term goals. Having meaningful and productive conversations about what is important to you is at the core of any advice, financial or otherwise, and that is the core of my practice.  Listening, clarifying and ultimately creating that sound financial planning strategy that is based upon your situation allows you to navigate your present and future goals.  You'll discover I am passionate and committed to developing that personalized financial plan while providing ongoing support to ensure you're always on track.  

Registered States:
  • AK
  • AZ
  • CA
  • CO
  • DE
  • FL
  • GA
  • IA
  • IL
  • KY
  • MA
  • MN
  • MS
  • NC
  • NV
  • NY
  • OR
  • PA
  • TX
  • UT
  • VA
  • VI
  • WA
  • WI

Education

  • B.A. Business Administration, University of St. Thomas

Credentials

  • Chartered Retirement Planning Counselor
  • Certified Divorce Financial Analyst
681 East Lake Street
Wayzata, MN 55391
  • (952) 249-4787

Email Me

Education financing

Education financing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

A way forward

Understanding your life, your wealth and what you want to accomplish.

We ask the questions and find the answers that can help you explore and pursue your financial goals in the short term, long term or whatever your terms may be.

Let's talk about how we can help you plan for the life you want

Our approach incorporates Liquidity. Longevity. Legacy. strategies to assist clients in exploring and pursuing their wealth management needs and goals over different time frames. This approach is not a promise or guarantee that wealth, or any financial results, can or will be achieved. All investments involve the risk of loss, including the risk of loss of the entire investment.

Backed by the strength of UBS

A global leader in wealth management

$3.1 trillion

In invested assets globally 
As of 03/31/2021

51 countries

Our global footprint

Global leader

UBS is the world's largest wealth manager
ADV Rating: as of 06/30/2020

Insights