John F. Ortolf, CFP®, ChFC®
Kathryn A. Ortolf, MBA

Our Mission Statement


Our Focus is you!

Our goal is to help you realize your goals.

Our Purpose is to help you define and realize goals through sound financial advice. We guide the management of your investments but beyond that, we are concerned about your total financial well-being. We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you reach your goals. More than that, we are committed to maintaining the highest standards of integrity and professionalism in our relationship with our clients. We are committed to creating a plan to help our clients manage their investments and make good financial decisions to positively impact their lives.  

Everyone has two distinct life phases requiring different planning and investment management strategies


Accumulation Phase

–      Formulating your life goals

–      Planning for the future

–      Saving for the future

–      Protecting your family's financial future

–      Living the lifestyle you want now and in the future

–      Planning for unexpected expenses

Distribution Phase


–      Generating Retirement Income

–      Ensuring uninterrupted Cash Flow

–      Ensuring a comfortable Retirement Lifestyle

–      Ensuring you don’t outlive your assets

–      Protecting Assets

–      Healthcare expenses

–      Charitable ambitions

–      Legacy to family


We support and guide you through both life phases to help you achieving the best possible outcome.



Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (AZ, CA, CO, DE, FL, GA, IL, MA, MD, NC, NJ, NM, NY, PA, SC, TX, VA). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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