Wolff Financial Management LLC

Samuel Pietrogallo is a CFP® professional with experience at Wolff Financial Management LLC since 2024. His prior work includes roles at Consumers Credit Union, North Pines Church, and Zhang Financial, among others. Pietrogallo has also been involved in educational and community settings, including Western Michigan University and local schools. 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 with discretionary portfolio management tailored to individual goals.

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 Hartgraves is a financial advisor at Wolff Financial Management LLC in Kalamazoo, MI, holding a Series 66 designation with 13 years of industry experience. She has been with Wolff Financial Management since 2006. 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 emphasizes a client-first planning approach and offers discretionary portfolio management tailored to asset-allocation strategies, incorporating intergenerational family planning when appropriate.

Matthew Wolff is a financial advisor at Wolff Financial Management LLC in Kalamazoo, MI, holding CFP® and Series 63 designations with 32 years of industry experience. He has worked at Purshe Kaplan Sterling Investments since 2016 and has been with Wolff Financial Management since 2015. Wolff also provides tax planning and consulting services through his CPA practice. Wolff Financial Management LLC offers personalized financial planning and wealth management to individuals, families, trusts, charitable organizations, and corporations, serving both retail and high-net-worth clients. The firm employs a client-first planning approach with tailored discretionary portfolio management and incorporates intergenerational family planning where appropriate.