In: tax plan

08 Jan 2021It’s a new year: What we know and what is to come

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.
W. Devin Wolf, CFP®
Latest posts by W. Devin Wolf, CFP® (see all)

2020 was a roller coaster of a year with markets starting strong only to be disrupted by COVID-19, resulting in the…

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