"You're in charge of your financial future, the same way a CEO makes decisions that impact the direction of a company. The most important decision you can make is the selection of a wealth advisor to guide you on this journey."
Stefan is a graduate of the University of Arizona. He founded Wolf Private Wealth to bring clarity and peace of mind to his clients. He joined Dynamic Wealth Advisors to access the resources of a company managing $2.7 billion in assets so his sole focus could be on benefitting those he serves.
He's passionate about giving back to his community. He's a Director of the Wolf Family Charitable Foundation, with oversight responsibility for its investment portfolios. I volunteer with the Society of St. Vincent de Paul, an organization that combines my values of faith and community involvement.
Stefan is an avid golfer, wake surfer, basketball player and hiker, with his four legged friend Pahoe.
Building long-term security.
Our priority is to create a financial plan with your objectives and a roadmap for achieving them.
As your financial situation changes, we'll adjust your plan to ensure you remain on track.
If you prefer to keep the technical discussions to a minimum, that’s fine too. I’m all about meeting you where you’re at.
Your money is safe and secure.
Your funds are held by reputable custodians like Charles Schwab, Fidelity Investments and Raymond James. You can track them on the website of your custodian 24/7, every day.
Our reports are transparent and easy to understand.
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