is an independent brokerage firm. Our main focus is on individual clients and their families. We help them achieve financial security through independent ideas and topnotch advice. We utilize a proprietary investment model designed to achieve independent wealth to meet the goals of our clients and doing so within their comfort investment risk level. Each portfolio is unique to the individual client and their needs.
We are known for our retirement strategies, lifetime income choices, and common sense family wealth transition planning.
Jim Wolfe and his staff have over 40 years of experience in investment service. Our background and experience includes banking, large national brokerage firms, and independent advisory partnerships. We care about our clients. Our success is in helping our clients meet or exceed their lifetime and lifestyle goals.
