A complete list of active advisors currently associated with Wolf Bay Wealth Partners

Warmer can help you find a great advisor at Wolf Bay Wealth Partners or one who fits your needs even better.

Wolf Bay Wealth Partners provides investment management, financial planning, and educational seminars/speaking engagements to a mix of clients that includes institutions, nonprofits, corporations and individual clients, including non-high-net-worth individuals. The firm operates on a fee-only basis and offers both ongoing and project-based planning in addition to discretionary portfolio management. The firm says it builds client-specific investment policies through personal consultations and employs a variety of analytical methods — including fundamental, technical, factor modeling and principles of modern portfolio theory — to construct portfolios using stocks, bonds, mutual funds and ETFs with a blend of passive and active strategies. It generally manages accounts on a discretionary basis, allows reasonable client-imposed restrictions, and directs custody to institutional platforms the firm supports. Noteworthy for an investment manager focused on pooled or institutional assets, the brochure discloses a formal seminar program offered to organizations and the public and the use of project-based and hourly billing for certain planning engagements, practices that are less common among peers. The firm’s sole principal is characterized by an academic background (Ph.D.) and professional credentials (CFP® and CFA®) and remains engaged in university teaching and student fund supervision, which the brochure identifies as part of the firm’s experience.

To learn more about the advisors currently working at Wolf Bay Wealth Partners, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
John Clark	Leawood, KS	2

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