Planning for Business Owners and CEOs

In addition to being a CERTIFIED FINANCIAL PLANNER™ professional, W. Devin Wolf has developed a niche working with business owners, high level executives, and Chief Executive Officers. Business owners find his ability to understand their unique and often complex situation results in solutions that are right for them. His expertise with corporate retirement plans and estate tax planning makes him a good fit for helping clients both accumulate and transition wealth.

We understand you are busy and used to doing things on your own. Our goal is to help you streamline your life, while making sure you don’t miss opportunities or make mistakes. Our advice based model coupled with high-service follow through allows you to focus on your passion without sacrificing your financial future.

Devin has served as past president of the Northwest Washington Estate Planning Council and is connected to attorney’s, CPAs, insurance agents, charities, bankers, and other professionals that can help serve your needs. He is passionate about collaboration and using the collective wisdom of your advisors to deliver you the best advice.

Contact Devin for More Information

    Your Name (required)

    Your Email (required)

    Your Phone (required)


    Your Message

    Advisor Preference