We chose our name to reflect the importance of teamwork and collaboration in achieving success. Just as a pack of wolves works together to hunt and protect their territory, we work together as a team to provide comprehensive financial services and investment advice to our clients.

 

Our name represents our commitment to working closely with our clients and building strong relationships based on trust and mutual understanding of their financial needs and goals. We believe that by working together as a team, we can help our clients achieve their financial objectives and build the future they envision.

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In addition, we pride ourselves in making wealth management services accessible to a wider range of clients. We understand that managing wealth can be overwhelming, and that's why we strive to make it easy for our clients to understand and access our services. We are dedicated to providing personalized and transparent advice that is tailored to each client's unique needs, making sure that they are always in control of their wealth.

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We happily work with teachers/educators, married couples, young professionals, and business owners (we will happily work with everyone, as well) who want to regain their time to focus on their passion and not stress over personal finances. 

Also, they are not seeking quick get-rich schemes or looking to invest in the latest trend or fad. Instead, they are willing to have a process and understand the need to delegate the help they seek to a financial professional who will help them reach their goals.

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We provide services in financial planning and investment management. Based on your needs, we may recommend you use one or both services. Although we would like to handle your financial needs under one umbrella, it is entirely up to you which services you would like. We understand that each client's situation is unique. Whether you are a financial planning client or an investment management client, we are more than happy to work with you.

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We do our best to break down complex financial topics and ensure our client understands walking away from our meeting. If multiple sessions are necessary, we want to ensure that clients understand and feel confident with the recommended advice. We encourage as many questions as possible to ensure our client understands. Whether it is with our robust industry experience or knowledge that we have gained along the way, our clients will have the right financial professional to guide them. We aim to exceed the expectation of our clients.

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We also don't just see you as just another client or number. We see you as a friend. A friend that we want to make sure succeeds in their financial journey. You are part of the Wolfpack!

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We are a fee-only fiduciary wealth management firm. We have a fiduciary responsibility to act in our client's best interests ahead of our interests. We do not accept any fees or compensation based on product sales. Fee-only wealth advisors have fewer conflicts of interest and provide more comprehensive advice. We are also fully transparent about our fees.

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A fiduciary is legally obligated to always act in the client's best interest and always put the client ahead of their own interest. A financial advisor must minimize conflicts of interest, be transparent, and maintain a high standard placed on them.

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We use TD Ameritrade as the primary custodians for client accounts. We do not have possession of your money. As a client, you only give us the discretion to buy and sell within your accounts. Should you need to withdraw cash, we always confirm with you by filling out the corresponding custodian form.

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With our extensive investment experience, we have built a quantitative model to construct your customized portfolio based on your risk tolerance, time horizon, and other goal factors. Read more about our philosophy in the investment management section.

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Of course! If you are interested in becoming a client, schedule your free assessment. Should we not be a correct fit, we have an extensive network of other financial advisors who may be a better fit.

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