Wells Fargo Advisors

Mr. Wolfe provides concierge financial services to a select group of private clients. 

For well over the last decade he has helped his clients align their investment and social policies while advising on issues ranging from charitable family vehicles to risk hedging techniques.    

Mr. Wolfe executes a discretionary trading program consisting of short and long positions in Stocks, Bonds, Exchange Traded Funds (ETFs), Commodities and Currency Positions.

 

FINRA Series 7 General Securities Representative

FINRA Series 65 Uniform Investment Advisor

FINRA Series 63 Uniform Securities Agent

FINRA Series 31 Commodity Represenative

CERTIFIED FINANCIAL PLANNER (CFP)

CHARTERED RETIREMENT PLANNING COUNSELOR (CRPC)

CERTIFIED FINANCIAL MANAGER (CFM)

CHARTERED FINANCIAL ANALYST (CFA) Candidate

 

               

 

 
Calculators

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Capital Gains Taxes

Estimate short-term and long-term federal capital gains taxes

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70.

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