A complete list of active advisors currently associated with Wolf & Raven Private Wealth

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

Wolf & Raven Private Wealth Management is a small independent advisory firm that provides discretionary asset management, financial planning, and consulting to high‑net‑worth individuals, businesses, and retirement plans. The firm manages roughly $668,000 in client assets across a compact client base and uses a percentage‑of‑AUM fee model and ongoing portfolio management typical of independent advisors. The firm’s investment approach emphasizes diversified portfolios consistent with modern portfolio theory and employs fundamental, technical, cyclical analysis and Monte Carlo planning techniques to set allocations and evaluate outcomes; accounts are managed on a discretionary basis with quarterly reviews. In addition to individual portfolio management, Wolf & Raven offers financial planning deliverables and limited‑scope ERISA 3(21) fiduciary services for qualified retirement plans, including assistance with investment policy statements, qualified default investment options, and periodic plan monitoring. What distinguishes the firm from many peers is its focus on pension consulting at the plan‑sponsor level despite its small size and modest AUM — a service set that is uncommon among independent single‑advisor firms. The firm also does not target non‑high‑net‑worth retail individuals, maintains no account minimum, and discloses an institutional relationship with a national custodian that provides technology and operational support to the adviser.

To learn more about the advisors currently working at Wolf & Raven Private Wealth, 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.