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About WOLFSON WEALTH MANAGEMENT
WOLFSON WEALTH MANAGEMENT is a team of experienced financial professionals dedicated to helping clients achieve their financial goals. With a deep understanding of the ever-changing financial landscape, they provide expert guidance and personalized solutions for their clients.
How does the advisor help clients – Key Takeaways:
- Assists clients in creating personalized financial plans
- Provides expert investment advice and manages portfolios
- Offers a wide range of financial services to meet clients’ needs
- Serves various types of clients, including individuals, families, and businesses
- Discloses all potential conflicts of interest to ensure transparency and trust
Facts and Insights
As of December 2020, WOLFSON WEALTH MANAGEMENT has over $500 million in assets under management and has been in business for over 15 years. They have a team of 10 experienced advisors, each with a diverse background and specialized expertise, allowing them to provide comprehensive financial solutions to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million+ | 10 | 15+ |
Financial Services Offered
WOLFSON WEALTH MANAGEMENT offers a wide range of financial services to meet the unique needs and goals of their clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance planning
Client Types
WOLFSON WEALTH MANAGEMENT serves a diverse clientele, including:
- Individuals and families
- High net worth individuals
- Business owners
- Corporate executives
- Non-profit organizations
Fees & Compensation
WOLFSON WEALTH MANAGEMENT is a fee-based financial advisory firm, meaning they charge a fee based on a percentage of assets under management. This structure aligns their interests with those of their clients, as their compensation is tied to the performance of their clients’ investments. They are committed to providing transparent and understandable fee structures and will fully disclose all fees and potential conflicts of interest.
Background
WOLFSON WEALTH MANAGEMENT was founded in 2005 by John Wolfson, a seasoned financial expert with over 20 years of experience in the industry. He leads a team of highly qualified and experienced advisors who share his passion for helping clients achieve financial success. The firm is headquartered in New York and serves clients nationwide.
Financial Advisor Disclosures to Know
WOLFSON WEALTH MANAGEMENT believes in full transparency and adheres to all regulations and disclosures required by the Securities and Exchange Commission (SEC) and state securities regulators. During the initial meeting with potential clients, their advisors will fully disclose all potential conflicts of interest and provide a Form ADV, which outlines their services, fees, and any disciplinary actions.
As a dedicated financial expert, WOLFSON WEALTH MANAGEMENT is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals. With their experienced team, diverse range of services, and commitment to transparency, they are a top choice for clients looking for expert financial guidance and management.