Frequently asked questions

Why the name Wolfpack Investment Management?

Wolves travel in packs for protection and when searching for food. When dealing with finances, we believe that you should have a financial wolfpack - you won't be alone since we will provide guidance and assistance when you need it the most. You are no longer alone!

Who is your typical client?

We happily work with teachers/educators, married couples, young professionals, and business owners (we will happily work with everyone, as well) who want to regain their time to focus on their passion and not stress over personal finances. 

Also, they are not seeking quick get-rich schemes or looking to invest in the latest trend or fad. Instead, they are willing to have a process and understand the need to delegate the help they seek to a financial professional who will help them reach their goals.

What services do you provide to clients? Do I have to sign up for all your services?

We provide services in financial planning and investment management. Based on your needs, we may recommend you use one or both services. Although we would like to handle your financial needs under one umbrella, it is entirely up to you which services you would like. We understand that each client's situation is unique. Whether you are a financial planning client or an investment management client, we are more than happy to work with you.

What makes your client experience unique?

We do our best to break down complex financial topics and ensure our client understands walking away from our meeting. If multiple sessions are necessary, we want to ensure that clients understand and feel confident with the recommended advice. We encourage as many questions as possible to ensure our client understands. Whether it is with our robust industry experience or knowledge that we have gained along the way, our clients will have the right financial professional to guide them. We aim to exceed the expectation of our clients.

We also don't just see you as just another client or number. We see you as a friend. A friend that we want to make sure succeeds in their financial journey. You are part of the wolfpack!

How do you get paid?

We are a fee-only financial advisory firm with a fiduciary responsibility to act in our clients' best interest ahead of our interests. We do not accept any fees or compensation based on product sales. Fee-only advisors have fewer conflicts of interest and provide more comprehensive advice. We are also fully transparent about our fees. Please refer to our services fee table.

What is a fiduciary?

A fiduciary is legally obligated to always act in the client's best interest and always put the client ahead of their own interest. A financial advisor must minimize conflicts of interest, be transparent, and maintain a high standard placed on them.

If you manage my money, where is it invested and do you take custody?

We use TD Ameritrade and Interactive Brokers as the primary custodians for client accounts. We do not have possession of your money. As a client, you only give us the discretion to buy and sell within your accounts. Should you need to withdraw cash, we always confirm with you by filling out the corresponding custodian form.

With our extensive investment experience, we have built a quantitative model to construct your customized portfolio based on your risk tolerance, time horizon, and other goal factors. Read more about our philosophy in the investment management section.

Is Wolfpack Investment Management open for additional clients?

Of course! If you are interested in becoming a client get your free assessment. Should we not be a correct fit, we have an extensive network of other financial advisors who may be a better fit.