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.
Riverside Center | 276 Grove Street | Suite 2-400 | Newton, MA 02466
MEETING BY APPOINTMENT ONLY
508-242-9400 | firstname.lastname@example.org
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.