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Jose C
Series 65
Woodlands, TX
Direwolf Wealth Management, LLC
Jose Chacon Soto is a financial advisor at Direwolf Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Governing Dynamics, LLC since 2024. Prior to that, he was with IPG Investment Advisors, LLC for five years and has also been self-employed. Direwolf Wealth Management provides discretionary portfolio management primarily to high-net-worth individuals, focusing on listed fixed income, publicly traded equities, and options strategies. The firm’s investment approach combines top-down market analysis with fundamental security evaluation and technical timing, emphasizing diversification and risk monitoring.
Juan P
Series 65
Woodlands, TX
Direwolf Wealth Management, LLC
Juan Puig is a financial advisor at Direwolf Wealth Management, LLC with 15 years of industry experience. He holds a Series 65 designation and has been with Direwolf Wealth Management since 2013. Outside of his advisory role, he publishes an online blog called TheFractalStack, providing general financial market and economic commentary. Direwolf Wealth Management offers primarily discretionary portfolio management to high-net-worth individuals, combining top-down market analysis, fundamental security evaluation, and selective technical analysis. The firm serves clients by referral or invitation and employs strategies including fixed income, equities, options, and hourly consulting services.
Eduardo G
Series 65
Woodlands, TX
Direwolf Wealth Management, LLC
Eduardo Giralt is a financial advisor at Direwolf Wealth Management, LLC with 20 years of industry experience. He holds a Series 65 designation and has worked at Forte Securities LLC and Alveo Wealth Management, LLC prior to his current role. Outside of Direwolf, Mr. Giralt provides advisory services to clients of Grupo Bursátil Mexicano in Mexico in an independent capacity. Direwolf Wealth Management primarily serves high-net-worth individuals, offering discretionary portfolio management and hourly consulting. The firm employs a combined top-down market analysis, fundamental security evaluation, and selective technical analysis approach, emphasizing diversification and risk management.
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