A complete list of active advisors currently associated with Wolfson Wealth Management

Warmer can help you find a great advisor at Wolfson Wealth Management or one who fits your needs even better.

Wolfson Wealth Management works with individual and high-net-worth clients to provide discretionary portfolio management and financial planning and consulting, including investment plan checkups that result in written reports and in-person consultations. Portfolios are constructed from individual stocks, bonds, mutual funds, ETFs, options and other public and private securities and are continuously monitored and rebalanced as appropriate. The firm employs a mix of fundamental, technical and cyclical analysis and uses strategies ranging from long-term buy-and-hold to short-term trading and options strategies, with accounts generally managed on a discretionary basis. Reviews are performed at least quarterly, and the firm typically limits client-imposed restrictions on investments due to the added complexity in managing accounts. What is distinctive for this firm is its principal’s 100% ownership interest in a real estate brokerage (DeltaBrokers), an affiliation disclosed in the brochure and identified as a potential conflict of interest that the firm says it will manage and disclose to clients. The firm also uses derivatives in separately managed accounts — including options and exposures via leveraged/inverse ETFs and swap-based instruments — a practice that is relatively uncommon among peer supported firms; the adviser operates with a small client roster (32 clients, $21 million AUM), which the brochure indicates supports personalized reviews and service.

To learn more about the advisors currently working at Wolfson Wealth Management, 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.