Welcome to Wolfpack Investment Management
We help you with the right plan to climb your financial mountain, so you can focus on your passions and not stress about finances.
You are unique
We specialize in assisting young professionals, business owners, educators, and married couples. We dedicate ourselves to make sure that you understand your financial situation and make you understand that there is a solution to feel financially secure throughout all your life stages and beyond.
Every career stage in your life allows you to build your wealth. Although, you want to discover the world and have fun as well, are you making the proper financial moves that will not create a negative ripple effect until you retire?
You have built your business from the ground up, but are the financial moves you make within your business capable of your continued business success or growth? Perhaps you are in need of a Virtual CFO? Will you have a comfortable retirement?
Want to prepare and educate future generations, but continue to struggle with finding the resources while having to use your own financial means? Is your retirement on track or locked in an expensive financial product that you do not understand?
One of the most common reasons for divorce is financial issues. Are you and your partner having trouble reaching financial unity? Would you like to work as a team with your finances and avoid economic hardships? Is money a power struggle strain?
What Wolfpack Investment Management Offers?
We consider you a long-term client, not just another "customer."
Financial planning examines your finances, income, assets, liabilities, and investments. The financial plan demonstrates your current and future financial state along with our recommendations.
We create customized portfolios where we have discretionary portfolio management while acting as a fiduciary that meets financial objectives and investment needs. Since we manage the portfolios on your behalf, it is a removal of typical investor behavioral tendencies.
Why Wolfpack Investment Management?
Just like you are unique, so are we - we take pride in our values.
We are an independent firm and therefore we work for our client's best interests. We put our clients first before our own interests. We have to be transparent about any conflicts of interest.
We are not in the business of selling you investment products, nor represent another company and do not receive any commissions. You are not just another customer, you are a client.
We do not believe in having income requirements or minimum asset requirements because it creates a limitation to those who really require financial advice.
Everyone who needs access to financial advice should receive it regardless of net worth, income or any other form of denying someone equal treatment.
The Money Howl
Get the latest information that matters the most to your finances.
Our Mailing Address:
3371 Glendale Blvd. #472
Los Angeles, CA 90039
+1 (323) 205-5630
Hablamos Español - Si necesita un asesor financiero que habla español, llámenos a nuestro número de teléfono.