Our Services

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 MINIMIZATION STRATEGY

A working relationship – with your permission – with your tax specialist
A distribution strategy designed to benefit your spouse and children, for minimized tax impact

BUSINESS SUCCESSION TAX MINIMIZATION STRATEGY

Investment issues
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 takes 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 yes to all 5 of these questions, please call us for a free consultation: (732) 874-7080

Learn More About Wolf-Collins Wealth Management

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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.
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HTS Client Relationship Summary

Securities offered through Hightower Securities, LLC, Member FINRA/SIPC, Hightower Advisors, LLC is a SEC registered investment adviser. brokercheck.finra.org