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 teachers/educators, married couples, young professionals, and business owners who want to focus on maximizing their financial goals. We value equality and 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.

Be a part of the wolfpack, and let's climb your financial mountain together. Schedule your free assessment today!

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.