Our quarterly newsletter, the Plan, has been updated for the 2013 Summer Quarter. Read more about it here.
Devin Wolf, CFP® serves as our Chief Investment Officer (CIO) and leads our 401(k) branch. As a wealth manager Devin is responsible for delivering comprehensive financial solutions to high net worth clientele. His expertise in navigating complex situations has lead to working with business owners and clients with taxable estates.
Latest posts by W. Devin Wolf, CFP® (see all)
- 4 Best Practices for Qualified Charitable Distributions (QCDs) - February 11, 2025
- Putting your business cash to work - May 16, 2024
- Out of the Mouths of Babes - April 17, 2024