Prospective Client Guidelines
At Wolff Financial, we enjoy working with individuals and families who value comprehensive financial planning and long-term investment management relationships.
To ensure we can provide the highest level of personalized service to our clients, effective January 1, 2025, Wolff Financial generally serves new clients who have at least $1,000,000 in retirement and taxable investment assets available to be managed by our firm.
Exceptions may be considered for individuals who are approaching this asset level as they prepare for retirement or for immediate family members of existing Wolff Financial clients.
If these guidelines apply to you and you are interested in learning more about our services and exploring a potential relationship with Wolff Financial, we invite you to contact our office at 269-372-3100 or email us using the "Contact Us" template above. We look forward to hearing from you.
