Wold Financial Group

Ryan Wold is a financial advisor with Wold Financial Group, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. His prior roles include positions at AdvisorNet Wealth Management and Raymond James & Associates, Inc. Wold Financial Group offers discretionary asset management and financial consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm’s investment process combines fundamental and technical analysis with strategic and tactical asset allocation, providing actively monitored portfolios tailored to clients’ objectives and risk tolerance.

Stephanie Wright is a financial advisor at Wold Financial Group with 16 years of industry experience. She holds a Series 66 designation and has worked at Raymond James & Associates Inc from 2009 to 2018 and Advisornet Wealth Management since 2018. She joined Wold Financial Group in 2021. Wold Financial Group offers discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental and technical analysis with both strategic and tactical asset allocation, managing approximately $172.5 million across about 91 client relationships.

Barry Wold is a financial advisor at Wold Financial Group with 35 years of industry experience. He has held positions at AdvisorNet Wealth Management and Raymond James & Associates prior to joining his current firm in 2021. He holds Series 63 and Series 65 licenses. Wold Financial Group provides discretionary asset management and financial consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm combines fundamental and technical analysis with strategic and tactical asset allocation to deliver tailored investment advice and actively managed portfolios.