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)
- Tax Reform and Filing for 2018 - February 22, 2019
- 2019 Numbers Unlimited - January 23, 2019
- How Long-Term Investment Strategies can Mitigate your Ticker Risk - December 5, 2018
If you’ve browsed the web recently and have a habit of reading up on finance, there’s a good chance you’ve seen…Read More