History

Jim Wolfe founded Wolfe Financial Asset Management Inc., in 2005, after working for parent companies that dictated the types of investments he should sell to his clients. Jim knew that this wasn't in the best interest to his clients, many of whom had different financial goals. And, given the complexity of the financial services industry today, many other clients were confused by the number and type of options available to them.

So, Jim decided to create the type of firm he thought was needed in this day and age of rushed and sometimes impersonal service. Jim continues to work with accounting and tax-planning specialists who share his outlook in order to help investors feel comfortable seeking help with their financial goals and to assist them in a knowledgeable,courteous, and professional manner. As an independent investment advisor, he finds that a deeper understanding of a client's fulfillment of their hopes and dreams is the real purpose of investing.