Wolfpack Investment Management - About - We Love What We Do
 

Financial Innovator

Founder & Managing Director

We love what we do

Wolfpack Investment Management brings affordable financial planning and investment management services to young professionals, business owners, educators, and married couples who want to focus on maximizing their financial goals. We do not have any income requirements or minimum investable asset requirements. We provide clients the solution to regaining their freedom to focus on what they are most passionate about while becoming confident about their financial future by understanding it.

You are in the middle of many life-changing decisions: starting or changing jobs, launching a new business venture, buying a home, combining finances, starting a family, pursuing advanced education. Having a partner such as a financial advisor to your team will enable you to build a financial understanding and foundation that will last you in all your life stages and beyond.

Are you searching for assistance as you make your life-changing financial decisions? Be a part of the wolfpack and let's climb your financial mountain together. Working together will enable you to understand your finances and you will no longer feel like you are alone.

Mission: To provide financial strategies to assist clients to reach their financial goals while they focus on what they are most passionate about.

Vision: Create an everlasting impact on our client's finances.

 

What we value

Fiduciary

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.

 

Fee-Only

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.

No Minimums

We do not believe in having income requirements or minimum asset requirements because it creates a limitation to those who really require financial advice.

Equality

Everyone who needs access to financial advice should receive it regardless of net worth, income or any other form of denying someone equal treatment.