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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)
- It’s a new year: What we know and what is to come - January 8, 2021
- Understanding the CARES (Coronavirus Aid, Relief, and Economic Security) Act - March 30, 2020
- 2020 Numbers Unlimited - January 31, 2020
The final weeks of 2019 brought a relatively large piece of retirement legislation into law known as the “Setting Every Community…
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