investment advisor


Our Back Story


stefan wolf private wealth advisor
"You're in charge of your financial future, the same way a CEO makes decisions that impact the direction of a company. The most important decision you can make is the selection of a wealth advisor to guide you on this journey."

wolf private wealth
Stefan is a graduate of the University of Arizona. He founded Wolf Private Wealth to bring clarity and peace of mind to his clients. He provides comprehensive investment and financial planning services to successful entrepreneurs, professional athletes and retirees.

As an Investment Advisor Representative of Dynamic Wealth Advisors, he  utilizes the resources of a company managing approximately $2.7 billion in assets. Dynamic provides his clients with integrated technology and access to best-in-class investments, among other benefits.

He's passionate about giving back to his community. He's the portfolio manager of the Wolf Family Charitable Foundation, with oversight responsibility for its investment portfolios. He volunteers at the Society of St. Vincent de Paul, an organization that combines his values of faith and community involvement.

Stefan is an avid golfer, enjoys wake surfing, basketball and hiking, with his four legged friend Tahoe.

Building long-term security.

Our priority is to create a financial plan with your objectives and a roadmap for achieving them.
As your financial situation changes, we'll adjust your plan to ensure you remain on track.
wolf private wealth
Secure Financial Freedom
If you prefer to keep the technical discussions to a minimum, that’s fine too. I’m all about meeting you where you’re at.
Your funds are securely held by reputable custodians like Charles Schwab, Fidelity Investments and Raymond James. You can track them on the website of your custodian 24/7, every day.

Our reports are transparent and easy to understand.

Schedule a meeting

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
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:/ / 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.