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About Us

Who We Are

We are a full-service financial firm dedicated to building lasting relationships with our clients and committed to helping them pursue their financial goals. We offer a wide range of financial products and services to fit the specific needs of individuals and business owners. Through thoughtful care and consideration, you will be better able to identify your goals and make sound decisions with our financial assistance and 15 years of financial consulting expertise.

What Makes Us Different?

  • Attention to detail
  • Warmth and connection - We know our clients, and they are like family.
  • Special events, workshops and opportunities related to the betterment of your life
  • Authenticity in our aim, mission and goals for YOUR success


  • Clear Vision
  • Easy-to-understand explanations
  • Customized Strategies
  • Personal Service
  • Long-Term Solutions
  • Singular view of ALL assets through updated technology

Our Vision

We are a proactive resource that assists our clients in defining and achieving their financial and personal priorities and goals. We are a firm focused on service not selling.

Our Mission

To build a network of professional advisors who take a comprehensive look at families' lives to help them uncover and prepare for hidden surprises. We want to create a one stop shop for anything financially related ranging from insurance and investments to their ultimate wishes and distributions. We want to be a local referral source of different industry professionals for our clients pinpointing solutions to any issue that may arise. Overall, we want to be the team to turn to when you need anything providing you with GREAT service and PEACE of mind.

Our Values






The Blue Wolfe Family Process

Our M. A. I. N. focus is to

Monitor your investments / Recommend necessary Adjustments

Keep you Informed / Help you Navigate life's stages