Jean Wolfe

I have over 37 years of industry experience and insight providing financial planning and investment advice to many clients and families. I've worked under various types of firms and types of clients (professionals, business owners as well as teachers and warehouse workers). This experience allows me to provide unique and well-rounded insight to clients’ personal wealth management. Also, my expertise in financial planning, asset allocation, risk management, tax planning, and insurance provides clients a wealth of knowledge. I've worked all my life to accumulate a lot of information to help widows and widowers navigate this very challenging time. I've also worked with many families with complex family relationships and communication issues -- my perspective on how and what to do to lessen this challenge also helps my clients manage with less stress as they build a bridge to a life in the future. I also find that many grieving individuals are given information that can be confusing and complex. I work with many to break down the importance of each task, prioritize and lead to positive outcomes.