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Featured Business Financial Advisor in Scottsdale, AZ
Scottsdale Financial Advisors
Wolff Financial Advisors, LLC
16427 N Scottsdale Road Suite 410
Scottsdale, AZ 85254
(480) 454-8764
“ Independent, Fee-only, Fiduciaries, CFP +20 yrs experience ”
Advisor Profile
Derek M. Wolff, CFP(R)
Name:  Derek M. Wolff, CFP(R)
Phone Number:  (480) 454-8764
Website:  Visit Website
Disclosure Link:
http://www.wolff-financial.c...

About Wolff Financial Advisors, LLC

We are Fiduciary Advisers always serving our clients best interests and perform to the
highest ethical standards in providing exceptional service without any conflicts of
interests with over 20 years of financial planning experience.

Our investment philosophy is a conservative wealth management approach based on total
return for our clients. We customize each investment portfolio to be tailored to our
client’s goals and risk tolerance. We do not follow a cookie cutter approach to money
management.By developing a quantitative investment strategy, we seek a risk adjusted
portfolio return that lowers volatility and focuses on preserving capital, which allows us to
take advantage of opportunities as they present themselves.

Independent Fee-only financial advice. We do not receive any commissions or third party
fees so we align ourselves with our clients to serve their best interests. We are dedicated
to ensuring our client’s financial planning goals are met while maintaining the highest
ethical standards in fulfilling our commitments.
 

General Information

Name of Broker/Dealer:    Pershing
Name of Custodial Firm:    Pershing, SSG, VOYA, Schwab, Vanguard, Etrade, & Fidelity Investments
States Willing to do Business in:    Cave Creek,Glendale,Mesa,Paradise Valley,Peoria,Phoenix,Scottsdale,Tempe,Anthem & Carefree
Years of Experience in Financial Services:    20+
Number of Years with Current Firm:    11
 

Firm Information

Firm's Number of Clients:    35
Firm's Number of Planning Clients:    15
Firm's Number of Managed Clients:    20
Assets Managed by Firm:    $15 million
Assets Managed by Advisor:    $15 million
 
 
 
Prepared By: Derek M. Wolff, CFP(R)

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