At Wolfstich Capital, we are about people, not products. Ted Wolfstich, CFP®, founded our 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, and to do that he needed a boutique firm free of sales quotas and proprietary products.
Today we are a Registered Investment Advisory firm fulfilling our fiduciary duty to act in our clients’ best interests. We have achieved the most prestigious qualifications in the industry, including the CERTIFIED FINANCIAL PLANNER™ credential, so you can rest assured that our recommendations are both objective and professional. Our wealth and investment management services are fee-only, ensuring that we have only your well-being, rather than a commission, in mind. We believe that all of these elements—independence, fee-only and fiduciary—work together to create a trusted relationship with you, helping us to better serve you both now and in the years to come.
Communication is the cornerstone of the work we do. We communicate regularly with you through in-person meetings, phone calls and emails so we can discuss any changes in your life or the economy that could affect your financial blueprint. And we encourage you to reach out to us with any concerns as they arise. In this way, we build a financial plan that is a living document, able to adapt to changes in your needs and goals.