We are Fiduciary Advisers always serving our clients best interests and perform to the
highest ethical standards in providing exceptional service without any conflicts of
interests with over 20 years of financial planning experience.
Our investment philosophy is a conservative wealth management approach based on total
return for our clients. We customize each investment portfolio to be tailored to our
client?s goals and risk tolerance. We do not follow a cookie cutter approach to money
management.By developing a quantitative investment strategy, we seek a risk adjusted
portfolio return that lowers volatility and focuses on preserving capital, which allows us to
take advantage of opportunities as they present themselves.
Independent Fee-only financial advice. We do not receive any commissions or third party
fees so we align ourselves with our clients to serve their best interests. We are dedicated
to ensuring our client?s financial planning goals are met while maintaining the highest
ethical standards in fulfilling our commitments.
|Firm Start Year:||2004|
|Name of Broker/Dealer:||Pershing|
|Name of Custodial Firm:||Pershing, SSG, VOYA, Schwab, Vanguard, Etrade, & Fidelity Investments|
|Number of Years with Current Firm:||11|
|Firm's Number of Clients:||35|
|Firm's Number of Planning Clients:||15|
|Firm's Number of Managed Clients:||20|
|Assets Managed by Firm:||$15 million|
|Assets Managed by Advisor:||$15 million|
Derek M. Wolff, CFP(R) is the president of the firm; he has earned the CERTIFIED FINANCIAL PLANNER(R) certification (2005). Derek received his B.A. in Finance from Depaul University in Chicago, Illinois in 1994. Derek started his career in the Financial Services Industry back in 1993, for more than ten years Derek was the pension manager for a small business defined benefit pension plan. Derek moved to Golden in 1999 and worked at a mutual fund investment company as a supervisor of the investment sales. Derek started Wolff Financial Advisors, LLC in 2005.He strongly believes in the financial planning process, having been in the industry since 1993; Derek understands that steady long term performance is the result of careful planning, proper implementation, and constant monitoring with an emphasis on strategic investment allocation.
We are Fiduciary Advisers always serving our clients best interests and perform to the highest ethical standards in providing exceptional service without any conflicts of interests with over 20 years of financial planning experience.
Financial Advice & Consulting
Comprehensive Financial Planning; All applicable Areas Retirement Insurance Education Savings Estate Planning
|Anthem & Carefree|
|Mon.||7:00 AM - 5:00 PM|
|Tue.||7:00 AM - 5:00 PM|
|Wed.||7:00 AM - 5:00 PM|
|Thu.||7:00 AM - 5:00 PM|
|Fri.||7:00 AM - 5:00 PM|