Wolf-Collins Wealth Management does more than maintain investment portfolios. We stimulate thought, encourage discussion and provoke action. We develop a deep understanding of your lifestyle and help to make it sustainable, assisting you in pursuing your financial objectives and making your dreams more attainable.
Beyond wealth and asset management, our goal is to help you make better and more informed decisions on a broader financial scale. We encourage you to take a 360° view of your wealth and study the bigger picture. We can help you address many areas.
Tax Management Strategy
- (With your permission), a working relationship with your tax specialist
- A distribution plan designed to benefit your family and help manage the tax impact
Business Succession Tax Management Strategy
- Guidance resolving any investment issues that may arise
- An investment strategy that defines your risk tolerance, time horizon, liquidity needs and objectives
Asset Allocation Strategies
- Investment manager evaluation and selection
- Account monitoring and rebalancing
Charitable Giving Strategies
Exploring benefits for you and the organization you wish to help
Key Questions
1) Do you know how your financial advisor is compensated and how that affects your returns?
2) Do you know how the brokerage firm you're with is compensated and how that affects your financial goals?
3) Do you know if your financial advisor is subject to the "Fiduciary Standard", meaning they are legally obligated to do what's in your best interest?
4) Have you met with your financial advisor in the last 30 days to create a plan that aims to take advantage of rising interest rates and the volatility in the market?
5) Do you have a "living" financial document that easily monitors your financial goals and objectives?
If you can’t answer all of these, reach out to our team for a complimentary consultation.
33 Wood Avenue South, Suite 600
Iselin, NJ 08830
Office: (732) 874-7080
Fax: (732) 584-2205
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Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
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