Our goal is to deliver higher returns, with lower risk. Our investment philosophy is based on sound financial principles and tailored to your unique investment goals.
A successful retirement requires a plan that includes savings, investing and tax-efficient withdrawal of your money.
Trusts and estates
We work with your trust and estate attorneys to ensure your assets are distributed according to your wishes. Helping to ensure that your legacy will be properly planned and implemented.
Sale of your business
We help you determine if and when you should explore selling your business, in coordination with your accountants, lawyers, investment bankers and other professionals involved in this transaction. After the sale, we assist with incorporating the proceeds of the sale into your investment portfolio.
Charitable bequests and nonprofits
We work with your tax, trust and estate professionals to formulate a plan to make charitable bequests to nonprofits, trusts or foundations.
We help you determine the role a nonprofit corporation might play in implementing your charitable goals.
Why Trust Us?
We are an independent wealth advisor and fiduciary, meaning our sole responsibility is to you and only you. We are not paid commissions on investment products we recommend.
Our clients benefit from the extensive resources of Dynamic Wealth Advisors that manages approximately $2.7 billion in assets. With our affiliation with Dynamic, our team has the experience and resources to serve all your investing and financial planning needs.
The material in the website has been distributed for informational purposes only. The material contained in this website is not a solicitation to purchase or sell any security or offer of investment advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. Past performance is not a guarantee or a reliable indicator of future results. Investing in the markets is subject to certain risks including market, interest rate, issuer, credit and inflation risk; investments may be worth more or less than the original cost when redeemed. No part of this website may be reproduced in any form, or referred to in any other publication, without express written permission. Hyperlinks on this website are provided as a convenience, and we disclaim any responsibility for information, services or products found on websites linked hereto.
Stefan Wolf is an Investment Advisor Representative with Dynamic Wealth Advisors dba Wolf Private Wealth. All investment advisory services are offered through Dynamic Wealth Advisors. You can learn more about us by reading our ADV. You can get your copy on the Securities and Exchange Commission website. See https:/ / adviserinfo.sec.gov/IAPD by searching under crd #151367. You can contact us if you would like to receive a copy.
Wolf Private Wealth provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Wolf Private Wealth is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.