We are fiduciaries, and must adhere to a Fiduciary Standard – the highest standard in the financial services industry. We have a legal obligation not to subordinate clients' interests to our own. We act in your best interest and must set aside personal motives and avoid conflicts of interest, in favor of pursuing the best solution to your unique situation.  Included in the fiduciary standard are the duties of loyalty to care for our clients only.  
 
Wolf-Collins Wealth Management specializes in working with high-net-worth individuals, business owners and nonprofit organizations. Our guiding philosophy shapes our insights and strengthens our advice and guidance to you. Beyond our experience, skill and market insight, knowing you and understanding the details of your life help us evolve our perspective and, in turn, create customized investment and wealth management strategies. 
 
Our Wealth Management Process: We discover who you are and where you are heading. We understand that meeting your long-term goals requires that you establish strategies and keep them up-to-date with your lifestyle and family needs, without being distracted by short-term market phases.