Who We Are
Meet Your Advisor
Chartered Retirement Planning Counselor®
Jim is founder of Wolf Wealth Management in New Richmond, WI. Jim has been in the financial service industry for over twenty years, working as a financial advisor with individuals and small business owners. He is a Chartered Retirement Planning Counselor®, a designation completed through the College of Financial Planning.
Jim’s areas of expertise include: Retirement Planning, Investment Management, Financial Planning and Tax Planning.
As an independent LPL Financial advisor, he provides independent advice and offer customized investment strategies. He works with a select group of families and small business owners who are in or nearing retirement to help them make smart decisions with their money.
Jim has been married to his wife Holly since 2002 and a father of two children. Jim enjoys spending time with family, friends, golfing, and other outdoor activities. Also, Jim is an avid Green Bay Packer and Badger fan.
#1 Independent Broker Dealer in Unites States
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#1 Provider 3rd-party investment services to banks and credit unions3
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Our Mission
We partner with clients in long-term, customized financial advisory relationships. We strive to provide financial confidence by delivering tailored advice designed to give clients the confidence and freedom to retire on their terms.