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Focused on your Future

About Ted Wolfstich

At Wolfstich Capital, we are about people, not products. Ted Wolfstich, CFP®, founded the firm in 2007 because he wanted to help people reach their financial and investment goals free of the issues that being part of a larger company would entail. He envisioned long-term client relationships with a high level of service. With that in mind, he created a boutique firm free of sales quotas and proprietary products.

Today, Wolfstich Capital is a Registered Investment Advisory firm fulfilling a fiduciary duty to act in clients’ best interests. Ted has achieved one of the most prestigious qualifications in the industry, the CERTIFIED FINANCIAL PLANNER™ credential, so you can rest assured that recommendations are both objective and professional. Wealth and investment management services are fee-only, ensuring that only your well-being, rather than a commission, is in mind. All of these elements—independence, fee-only and fiduciary—work together to create a trusted relationship with you, helping to better serve you both now and in the years to come.

Communication is the cornerstone of the work done on your behalf. Communication is accomplished regularly with you through in-person meetings, phone calls, emails and now zoom, so we can discuss any changes in your life or the economy that could affect your financial blueprint. We encourage you to reach out to us with any concerns as they arise. In this way, your financial plan becomes a living document, able to adapt to changes in your needs and goals.

Ted lives in Medfield, Massachusetts with his wife Christina and their daughters, Alexandra and Charlotte.

Certified Financial Planning

What is a Certified Financial Planner (CFP) and why is it important?

A Certified Financial Planner (CFP) is someone that has received that formal designation from the Certified Financial Planner Board of Standards, Inc.. Becoming a CFP is a difficult process that requires dedication, years of experience, and most importantly, a demonstration of ethical behavior that will serve clients well. CFPs help people manage their finances in a wide variety of areas, such as retirement, investing, and taxes.

Understanding the world of investing for retirement can be intimidating. Whether the market is up or down, it’s important to have someone on your side, and this is one of the most important reasons to work with a qualified CFP, because CFPs have a fiduciary duty to make decisions with their client’s best interests in mind.

When working with a Certified Finanical Planner, you can rest assured knowing that your financial well-being is their top priority.