Wolff Financial Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Wolff Financial Management LLC provides personalized financial planning and wealth management to individuals, families, trusts, charitable organizations, and corporations, serving both retail and high‑net‑worth clients. The firm manages approximately $613 million in client assets and delivers ongoing portfolio management together with planning as part of its wealth management engagements.
The firm’s investment process begins with a client‑first planning approach aimed at identifying life goals and, in many cases, producing a written financial plan; completion of a plan is required for wealth management clients. Portfolio management is typically discretionary and tailored to asset‑allocation strategies using mutual funds, ETFs, individual securities and other instruments, and the firm incorporates intergenerational family planning where appropriate.
Wolff Financial is notable among peers for two less common features disclosed in its brochure: certain team members are Certified Public Accountants who provide tax advice as part of advisory services (they do not prepare tax returns), and the firm sponsors an in‑house wrap fee program under which it pays transaction costs from its advisory fee. The wrap program uses the same advisory fee schedule as non‑wrap accounts, which the firm notes can create an incentive to limit trading activity and says it mitigates by managing wrap and non‑wrap accounts consistently; the firm also generally requires a $1,000,000 minimum for managed relationships (waivable).
Client services
Expertise
Fee options
Account minimum: $1,000,000
Main office
5938 Venture Park Drive
Kalamazoo MI 49009
Advisors at this office
4
Most active in
California · Colorado · Florida · Indiana · Michigan · Texas
Also doing business as
Wolff Financial Management LLC · Wooster Financial Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Samuel P
CFP®
Kalamazoo, MI
Wolff Financial Management LLC
Samuel Pietrogallo is a CFP® professional with experience at Wolff Financial Management LLC since 2024. His prior roles include positions at Consumers Credit Union, Zhang Financial, and Western Michigan University. He has additional work history in diverse sectors including nonprofit and corporate settings. Wolff Financial Management LLC provides personalized financial planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $613 million in client assets and emphasizes a client-first planning approach paired with discretionary portfolio management tailored to asset-allocation strategies.
Jared M
CFP®, Series 66
Kalamazoo, MI
Wolff Financial Management LLC
Jared Mc Nee is a CFP® and holds a Series 66 license with seven years of industry experience. He has worked at Wolff Financial Management LLC since 2022 and previously held roles at Kestra Financial, Inc. and The Planning Group. Wolff Financial Management LLC provides personalized financial planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $613 million in client assets and emphasizes a client-first planning approach, offering discretionary portfolio management tailored to asset allocation strategies.
Lisa H
Series 66
Kalamazoo, MI
Wolff Financial Management LLC
Lisa Hartgraves is a financial advisor at Wolff Financial Management LLC in Kalamazoo, MI, holding a Series 66 designation with 14 years of industry experience. She has been with Wolff Financial Management since 2006, contributing to the firm for over 20 years. Wolff Financial Management LLC provides personalized financial planning and wealth management services to individuals, families, trusts, charitable organizations, and corporations, managing approximately $613 million in client assets. The firm employs a client-first planning approach with discretionary portfolio management tailored to asset-allocation strategies, and it integrates intergenerational family planning where appropriate.
Matthew W
CFP®, Series 63
Kalamazoo, MI
Wolff Financial Management LLC
Matthew Wolff is a financial advisor with Wolff Financial Management LLC, holding CFP® and Series 63 designations and bringing 32 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2016 and has been with Wolff Financial Management since 2015. Outside of his advisory role, he provides tax planning and consulting services through his CPA practice and acts as an independent insurance agent specializing in life insurance and fixed annuities. Wolff Financial Management LLC offers personalized financial planning and wealth management to individuals, families, trusts, charitable organizations, and corporations. The firm manages approximately $613 million in client assets, focusing on a client-first planning approach and discretionary portfolio management tailored to asset-allocation strategies.
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