Working with Us  

Learn About Me

  • William L. Wolfe

    William L. Wolfe, CFP®, CRPC®

    Senior Vice President - Investments

    • Chartered Retirement Planning Counselor®, and
    • Chartered Advisor in Philanthropy®.

    Serving as the leader of the advisory team I work closely with my clients' other professional advisors to help integrate their investments with their tax and wealth distribution plans.

    As a PIM Portfolio Manager it is my duty to serve in a Discretionary Relationship with my clients.  Only a limited number of the firm's financial advisors have met the rigorous standards of portfolio management experience, advanced education, and ethical standards needed to serve in this capacity. 

    I provide discretionary asset management that allocates client investments across four asset classes; equities, fixed income, currencies and commodities.  My strategy seeks to find favorable opportunities in all market conditions.

    I help my clients align their investments with their social policies.

    I have been recognized by Wells Fargo Advisors as a Premier Advisor, a distinction reserved for a select group of Financial Advisors and reflects a high level of standards as measured by three or more of the following: length of service with the firm, completion of educational components, business production and professionalism.

    With a commitment to critical skill development I have attended post-graduate seminars in Investment Decisions, Risk Management and Behavioral Finance at the following business schools:

    • Harvard Business School (Harvard University),
    • Irwin Graduate School of Business (The American College),
    • Stanford Graduate School of Business (Stanford University), 
    • Stern School of Business (New York University), and
    • Wharton School of Business (University of Pennsylvania)

    A select client base and a commitment to customization afford my clients an exceptional service experience. 

    The PIM program is not designed for excessively traded or inactive accounts, and may not be suitable for all investors. Please carefully review the Wells Fargo Advisors advisory disclosure document for a full description of our services. The minimum account size for this program is $50,000.

Why Invest With Us

Learn More
FINRA's BrokerCheck Obtain more information about our firm and its financial professionals