A FAMILY LEGACY
BUILT ON TRUST AND INTEGRITY
Our purpose is to help you simplify your life, plan your financial journey, and reach your destination – whether you want to accumulate wealth for a specific goal, ensure the continuation of your business, minimize taxes, plan for retirement, or create an employee and executive benefit program to attract and retain your best employees.
While you may see your destination, the steps for getting there are often less obvious. At Wolff Wealth Advisors, we believe that successfully reaching your goals requires knowledgeable advice and a customized plan that manages not only the opportunities, but also the risks that you may encounter.
Wolff Wealth Advisors is independently owned and is not bound to any one company, product or provider. As your planning advocate, we bring together the necessary resources based on your unique needs and deliver them with objectivity and superior personal service.
Through our independent relationships with several industry-leading providers, Wolff Wealth Advisors has access to some of the top echelon of global resources in our profession. These alliances include the ValMark Companies (our broker dealer), as well as TD Ameritrade, Schwab Institutional, Pershing, third-party pension and group insurance specialists, and a network of highly rated insurance companies and financial institutions.
HOW WE CAN BENEFIT YOU
Improve Your Lifestyle
Minimize Taxes
Reduce Stress
Protect What Matters
Wealth Transfer
Stay Focused
Optimize Your Wealth
Prioritize Your Goals
Strategy
OUR PEOPLE MAKE US WHO WE ARE
OUR TEAM
OUR KEY STRATEGIC PARTNERS
OUR BACK OFFICE SPECIALISTS
SOME OF THE BRIGHTEST MINDS IN THE BUSINESS WORKING ON YOUR BEHALF
AN UNDERWRITING ADVOCACY TEAM with several former insurance company underwriting vice presidents, directors and medical directors, a licensed physician, and a staff of case management, business processing and policy service specialists.
PRODUCT / PLANNING SPECIALISTS AND ADVANCED CASE ADVISORS, including a team of attorneys, accountants, MBAs, Certified Financial Planners, Chartered Life Underwriters, and Chartered Financial Consultants, many of whom are FINRA Registered Principals who provide independent assessment and analysis of recommended product sets.
OUR STRATEGIC PARTNERS
GLOBAL RESOURCES DELIVERED WITH CONCIERGE-LEVEL SERVICE
Wolff Wealth Advisors is a Member Firm of the ValMark Companies, an elite, 53-year-old, invitation-only consortium of independent wealth advisory firms. ValMark employs over 100 professionals who provide a concierge level of support to each Member Firm. Among ValMark’s professionals are experts in life insurance and other protection products, medical underwriting, qualified and non-qualified plans, investment analysis and portfolio management, product due diligence and regulatory compliance.
As a ValMark Member Firm, we are able to leverage the specialized expertise of these professionals to help us deliver analysis and recommendations when helping our clients strategically plan their financial futures.
As a collective group, ValMark Member Firms have an estimated $40 billion of life insurance in force and over $12 billion of assets under management. This combined buying power gives us access to some of the nation’s best companies and products and allows us to negotiate favorable arrangements on behalf of our clients.
ValMark Securities, Inc. is a member of FINRA and SIPC, is licensed in all 50 states for securities and insurance and has over 100 independently-owned Member Firms throughout the United States. Its affiliate, ValMark Advisers, Inc., is a Registered Investment Advisor with the SEC. www.valmarksecurities.com
Wolff Wealth Advisors uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and state of-the-art technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us.
Jim Hallinan Pension Consulting, LLC is a pension consulting practice designed specifically to answer the needs of small business retirement plans, including plan design, administration and regulatory compliance. Jim has over 30 years of experience in this area, and is a Certified Pension Consultant with the American Society of Pension Professionals & Actuaries and a Certified Financial Planner™.
The firm helps clients navigate through the myriad of plan options and platforms that are available; then assists them in selecting the best fit to achieve their retirement goals. Along the way, the company continues to educate and inform clients regarding pension law changes and how the laws impact their plan. Jim Hallinan Pension Consulting is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc. www.jimhallinanpension.com
