Welcome to Wolf Money Management Inc.
- Holistic financial counsel
- Investing made simple
- Personalized solutions for your priorities & goals
Our independent CERTIFIED FINANCIAL PLANNER™ PROFESSIONALS,
brothers Steve and Paul Wolf, recognize there’s a balance to be struck between
growth potential and safety.
When it comes to the growth portion of portfolios, we certainly ‘stand on the
shoulders of giants’ like Fidelity, Blackrock, and T. Rowe Price. Fidelity is a
trusted household name and a virtual ‘supermarket’ of investments. Their
Institutional platform provides our client accounts access to no-load mutual funds with reduced internal expenses along with ETFs. Learn about our multiple “pillars” approach to investing.
As a central part of the financial ‘team’ that includes your accountant and an
estate/elder law attorney, we can also help you:
Minimize income taxes and avoid estate expenses
Shield wealth from potential expenses like long-term care
Create pension-like, guaranteed income streams
We invite you to contact us for a complementary consultation.
Wolf Money Management, Inc.
3505 Veterans Memorial Highway
Ronkonkoma, NY 11779
12724 Gran Bay Parkway W
Jacksonville, FL 32258