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About Us

Wolf-Collins Wealth Management specializes in working with high-net-worth individuals, business owners and nonprofit organizations. Our guiding philosophy shapes our insights and strengthens our advice and guidance to you. Beyond our experience, skill and market insight, knowing you and understanding the details of your life help us evolve our perspective and, in turn, create customized investment and wealth management strategies.

Collaboration


Your goals and financial objectives are very individualized—and so are the strategies and services we offer. Though markets can fluctuate unpredictably, we support you through turbulent times using the fundamental principles of asset allocation, diversification and rebalancing.

Experience


With an average number of 25 years of experience, we are your trusted advisor in helping you pursue financial success. We understand your financial objectives and we’ll recommend carefully researched strategies. Our goal is to help make your financial life simpler. We have access to Wall Street’s economic and financial research, investment solutions and technology. We provide aggregation and performance reporting tools currently available only to institutions. We partner with your tax and estate planning professionals in the coordination of your financial life.

Fiduciaries


We are fiduciaries, and must adhere to a Fiduciary Standard – the highest standard in the financial services industry. We have a legal obligation to put our client's interests first.

Vision


The best roads are built with a destination in mind. By helping you establish goals and define your financial objectives, we’re better able to offer individualized strategies designed to realize them.

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