A complete list of active advisors currently associated with Wolfstone Wealth

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

Wolfstone Wealth provides discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, families, trusts, estates, businesses, charities, and qualified retirement plans. The firm reports roughly $110.3 million in discretionary assets under management and delivers portfolio supervision alongside planning and plan‑level consulting services. The firm’s investment process emphasizes diversified, strategic asset allocation built with a proprietary methodology and informed by macroeconomic, fundamental, quantitative, qualitative, technical, and cyclical analysis. Portfolios are customized for client objectives and monitored for rebalancing, with limited use of margin and options only under defined circumstances and an expectation of at least annual plan reviews. Noteworthy features in the brochure include the firm’s ability to provide qualified plan consulting and to serve as an ERISA fiduciary (Section 3(21) and/or 3(38)), and the option to incorporate third‑party money managers into client accounts. The brochure also discloses a preferred custodial relationship with Charles Schwab that provides institutional services to the firm, and explicitly states the firm and its president are not in the business of selling insurance products, a distinction from the minority of peers that act as insurance brokers or agents.

To learn more about the advisors currently working at Wolfstone 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.