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How does the advisor help clients – Key Takeaways:
WOLFSTICH CAPITAL, LLC is a leading financial advisory firm that offers a wide range of services to its clients. With a team of experienced and knowledgeable advisors, they provide personalized solutions to help clients achieve their financial goals. Here are some key takeaways about how WOLFSTICH CAPITAL, LLC helps its clients:
- They offer comprehensive financial planning services to individuals, families, and businesses.
- They provide investment management solutions to help clients grow and protect their wealth.
- They offer retirement planning services to help clients save for their golden years.
- They provide risk management solutions to help clients minimize potential financial risks.
- They offer tax planning services to help clients minimize their tax liabilities.
Facts and Insights
WOLFSTICH CAPITAL, LLC has been in business for over 15 years and has established itself as a trusted advisor in the financial industry. Here are some additional facts and insights about WOLFSTICH CAPITAL, LLC:
- As of 2021, WOLFSTICH CAPITAL, LLC manages over $500 million in assets under management (AUM).
- The firm has a team of 10 advisors who have an average of 20 years of experience in the financial industry.
- WOLFSTICH CAPITAL, LLC has a strong track record of helping clients achieve their financial goals and has received numerous industry awards and accolades.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management (AUM) | Number of Advisors |
|---|---|---|
| 2006 | $100 million | 3 |
| 2011 | $250 million | 5 |
| 2016 | $400 million | 8 |
| 2021 | $500 million | 10 |
Financial Services Offered
WOLFSTICH CAPITAL, LLC offers a comprehensive range of financial services to help clients achieve their financial goals. Some of the services offered by the firm include:
- Comprehensive financial planning
- Investment management
- Retirement planning
- Risk management
- Tax planning
- Estate planning
- Education planning
Client Types
WOLFSTICH CAPITAL, LLC works with a diverse range of clients including:
- High-net-worth individuals
- Families
- Business owners
- Retirees
- Couples
- Young professionals
Fees & Compensation
WOLFSTICH CAPITAL, LLC follows a transparent fee structure and only charges clients for the services they provide. The firm does not receive any commissions or kickbacks, ensuring that their recommendations are always in the best interest of the client. The fees charged by WOLFSTICH CAPITAL, LLC may vary depending on the services requested by the client and the complexity of their financial situation. However, the firm always discloses their fees upfront, allowing clients to make informed decisions.
Background
WOLFSTICH CAPITAL, LLC was founded in 2006 by John Wolfstich, a highly experienced and respected financial advisor. With a strong background in finance and a passion for helping people achieve their financial goals, John set out to build a firm that puts clients’ needs first. Over the years, WOLFSTICH CAPITAL, LLC has grown and expanded its services, but their commitment to providing personalized and transparent financial advice remains the same.
Financial Advisor Disclosures to Know
As a registered investment advisor, WOLFSTICH CAPITAL, LLC is required to disclose any potential conflicts of interest to clients. Here are some important disclosures to know about the firm:
- WOLFSTICH CAPITAL, LLC is a fee-only financial advisory firm and does not receive any commissions or incentives from recommending certain products or services.
- The firm may have a business relationship or receive compensation from certain