Wealth Management Services

At Wolfpack Wealth Management, we provide a comprehensive ongoing solution integrating Financial Planning and Direct Investment Management. In addition, we provide ongoing, meticulous monitoring of your financial plan, just as we do for your investments, to ensure optimal alignment with your goals. Rest assured, any changes in your financial landscape will be promptly addressed, adjusting your plan for continued financial growth and stability.

Ongoing Financial Planning

A financial plan isn't just investments. It has multiple topics, like a teacher's lesson plan, an entrepreneur's business plan, or an athletic team's strategic plan to win a championship at the end of the season.

Our Ongoing Financial Planning under Wealth Management ensures your financial strategies evolve with your changing needs and circumstances. At Wolfpack, we continually monitor and reassess your financial plan, making necessary adjustments to align it with your goals. This process allows us to proactively manage any changes in your financial situation, ensuring your plan remains robust and effective.

A financial plan has multiple topics. A financial plan can be comprehensive depending on your financial situation.

Ongoing Investment Management Services

Our ongoing Direct Investment Management, a key component of our Wealth Management service, provides continuous oversight of your investment portfolio. We proactively manage your investments, identify opportunities and mitigate risks. This constant vigilance ensures your portfolio is poised for growth while aligning with your financial plan and risk tolerance.

Strategic Asset Allocation

We create a diversified portfolio of assets that is designed to maximize returns and minimize risk.

We develops an asset allocation strategy based on your investment goals, risk tolerance, and investment time horizon.

Top-Down Focus Approach - Wolfpack Investment Management

Investment Selection

We use a disciplined investment process to select individual securities, mutual funds, ETFs, and other investment vehicles.

We carefully consider factors such as expense ratios, management fees, and liquidity to select investments that meet our rigorous standards.

Quantitative Analytics - Wolfpack Investment Management

Ongoing Monitoring

We continuously monitor markets and provide adjustments as needed to keep it aligned with your investment objectives.

We keep you informed about market trends, economic events, and other factors that could impact your investment portfolio.

Diversification

Diversification increases returns while decreasing risk.

Portfolios with different asset classes such as cash, stocks, bonds, international exposures and alternatives have a much better opportunity for a positive return.

Wealth Management Pricing

At Wolfpack, our pricing for Wealth Management Services is designed with flexibility in mind, catering to various financial needs.

We operate on a tiered fee schedule, taking the daily average of assets under management (AUM), ensuring you receive the best value and service appropriate for your level of investment.

AUM Fee 0.55% - 0.95%

(Recommended Minimum $325,000)

AUM	Annual Fee

Wealth Management Process

Step 1:

Complimentary Assessment

This 30-minute meeting lets us ensure your situation matches our knowledge and experience.

Ready to move forward?

We encourage you to reach out to us for a Free Financial Assessment.

Step 2:

Complete The Investor Risk Profile & Financial Planning Questionnaire

You will fill out the Financial Planning Questionnaire that will assist in getting a high-level overview. The information will help tailor this 1-hour strategy meeting as we work together to gain more knowledge of your situation.

We will require details such as but not limited to:

Pay Stubs
Investment Accounts
Retirement (Pension) Account Statements
Bank Statements
Tax Returns
Credit Card Statements
Any pertinent information

The more information you provide, the better to tailor your personalized financial plan.

Step 3:

Sign The AgreementS & Custodian Paperwork

You will sign the agreements allowing us to begin working on your personalized Investment Policy Statement. Also, any paperwork that is needed with the custodian shall be signed.

Step 4:

Strategy Meeting

Just like when you go to a doctor to diagnose an issue, they prescribe a solution after they know your situation. We do the same when it comes to your financial situation.

We use the information from the Investor Risk Profile as it will help tailor this 1-hour strategy meeting as we work together to gain more knowledge of your situation.

We will dig deeper into your goals, needs, and any concerns you may have.

Step 5:

Developing Your Financial Plan

We will work with you to develop your customized financial plan with the information that you provided and the goals that you seek. We will use our experience and industry knowledge to construct a plan that will allow you to understand your financial situation. Also, to ensure you know there is a solution to feel financially secure today and throughout all your life stages and beyond.

Step 6:

Developing Your Investment Policy Statement (IPS)

Based on the risk tolerance score, the IPS is a written plan that provides direction and guidance for your customized portfolio that is optimized to meet your investment goals and objectives. We create a diversified portfolio with ideal weights and distribution between cash, stocks, bonds, international exposure, and alternatives.

Step 7:

Sign The Investment Policy Statement (IPS)

Once client approved, we begin to invest your funds based on the IPS. The objective is to achieve the benefits of diversification to minimize risk.

Step 8:

Delivery & Implementing of Financial Plan

We will provide recommendations for your financial situation by delivering you your customized financial plan.

We provide a "One Sheeter Summary" with our recommendations and action items.

Step 9:

Ongoing Monitoring of Financial Plan

We will provide ongoing monitoring, modify your financial plan, and provide recommendations for the financial situation of your customized financial plan.

Step 10:

Check-in Progress Review

After becoming a client, we hold review meetings to discuss progress and any new significant changes to your goals, objectives, constraints, or circumstances.

We will also reach out to our clients to reevaluate goals, decisions, and upcoming life events.

You are no longer alone!