William, “Bill”, is a dedicated financial advisor with a passion for helping clients achieve their financial aspirations. With over 41 years of comprehensive investment planning experience, Bill has a deep understanding of various investment strategies and specializes in providing personalized guidance that aligns with each client’s specific needs and goals. He has consistently been named to Wells Fargo Advisor’s Platinum Council (2009-2026)*, a distinction held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure. Bill and his team were name by Forbes as one of the Best-In-State Wealth Management Teams for 2024, 2025 and 2026**, and Bill has been recognized in 2023, 2024, 2025 and 2026*** by Forbes as one of the Best-In-State Wealth Advisors**.
Before joining Wells Fargo Advisors in 2009, Bill started as financial advisor with PaineWebber in 1984, which was later acquired by UBS in 2000. He holds a Bachelor of Science degree in Finance from Arizona State University and worked for several years as the head tennis professional for the City of Scottsdale before transitioning to his financial services career. He holds his FINRA Series 7, 63, and 65 securities registrations and various state insurance licenses.
Bill resides in Scottsdale, close to his adult children Cassie and Tyler, and grandchildren. Cassie is a physical therapist in Scottsdale and holds a Bachelor of Science in Health Sciences from the University of Central Florida where she was also a member of the Women’s Tennis Team. Cassie then earned her Doctorate in Physical Therapy from the University of St. Augustine in 2018. Bill brought his son, Tyler, into the business in 2021 and formally created, “The Hochwalt Investment Group of Wells Fargo Advisors” in the fall of 2022. Bill enjoys spending time with his family and is very passionate about tennis and loves playing whenever he can.
CA Insurance License Number: 0D68325. Resident State AZ.
*(2024-2026) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by business production based from the previous year and professionalism.
(2009-2023) The Platinum Council distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by one or more of the following: completion of educational components, business production from the previous year, and professionalism. Additional consideration may have included best practices and team structure.
**2026 Forbes Best-In-State Wealth Advisors; Awarded April 2026; Data compiled by SHOOK Research LLC based on the time period from 6/30/24- 6/30/25 (Source: Forbes.com).
2025 Forbes Best-In-State Wealth Advisors; Awarded April 2025; Data compiled by SHOOK Research LLC based on the time period from 6/30/23- 6/30/24 (Source: Forbes.com).
2024 Forbes Best-In-State Wealth Advisors: Awarded April 2024; Data compiled by SHOOK Research LLC based on the time period from 06/30/2022 – 06/30/23 (Source: Forbes.com
2023 Forbes Best-In-State Wealth Advisors: Awarded April 2023; Data compiled by SHOOK Research LLC based on the time period from 6/30/21 - 6/30/22 (Source: Forbes.com).
***2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com).
2025 Forbes Best-in-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23 - 3/31/24 (Source: Forbes.com).
2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by
SHOOK Research LLC based on the time period from 3/31/22-3/31/23. (Source: Forbes.com)
Third Party Award disclosures | Wells Fargo Advisors
