An independent, fee-only fiduciary advisory built for families who expect their wealth to be managed with the seriousness, candor, and discretion it deserves.
The first rule of compounding: never interrupt it unnecessarily.
In an industry crowded with product, performance theatre, and conflicted advice, the simplest things have become rare: the willingness to sit across from a family, understand what their wealth is for, and manage it accordingly.
We built Wolfson Private Wealth to do exactly that. One firm. One fiduciary standard. One principal responsible for every relationship. No proprietary products to push, no sales quotas to meet, no divided loyalties — only a single, durable obligation to the families we serve.
This is what private wealth should feel like: an advisor who knows your name, knows your objectives, and accounts for every basis point in plain English. Quiet work, done well, over decades.
Our practice is intentionally narrow. We serve a small number of successful households — with particular depth in Florida tax and residency planning — where complexity, discretion, and continuity matter more than marketing and noise.
Founders and operators preparing for — or navigating — a liquidity event, with planning needs that extend well beyond the balance sheet.
C-suite and partner-level professionals with concentrated equity, deferred compensation, and the tax complexity that accompanies success.
Physicians, attorneys, and established professionals seeking disciplined planning and protection for households they've worked a career to build.
Households thinking in generations — coordinating portfolios, entities, and estate plans so that wealth and values pass intact to those who inherit them.
Investment management without financial planning is guesswork. Financial planning without investment management is advice without accountability. Wolfson Private Wealth delivers both — from the same principal.
Portfolios constructed for the life they must fund — not for peer-group benchmarks or industry narratives. Tax-aware, globally diversified, and built to withstand the conditions we cannot forecast.
A living plan, not a bound document. We map what your wealth must accomplish, stress-test it against reality, and update it as circumstances evolve. Every recommendation is accountable to the plan.
The language used in this industry obscures significant differences. Here is how an independent, fee-only fiduciary practice compares with the two firms most of your peers already work with.
Comparison reflects typical structural differences between business models and is presented for education only. It is a general illustration, not a comparison to any actual firm, and has material limitations: it does not address differences in services, performance, or costs in individual cases, and lower cost or a fiduciary standard does not guarantee better outcomes.
See the difference a fiduciary makes for your family.
Request Private Consultation→A deliberate, unhurried process. No sales pressure, no rushed recommendations — only the structured work required to earn a significant financial relationship.
A private conversation to understand your situation, answer your questions, and determine whether we are the right firm for the work ahead.
A comprehensive review of your goals, assets, entities, obligations, and concerns. We listen more than we speak — and we take notes.
We present a written plan and portfolio design — conflicts disclosed, assumptions stated, every recommendation tied to your objectives.
On acceptance, we implement, monitor, and revisit. Your accounts are monitored on an ongoing basis, and you have direct access to the principal.
Ready to discuss what this looks like for your household?
Begin Conversation→Our annual fee for portfolio management services ranges between 0.50% and 1.00% of assets under management, depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, and the level of administration requested. Fees are billed quarterly in arrears based on the average daily balance and are deducted directly from your account by the qualified custodian. No commissions. No trails. No revenue sharing.
Complete fee information, including financial planning and consulting fees, is set forth in our Form ADV Part 2A and in each client’s executed advisory agreement. Advisory fees are negotiable depending on individual client circumstances.
Zachary Wolfson is the founder of Wolfson Private Wealth. He established the firm in 2021 with a singular conviction: that the families who work hardest to build significant wealth deserve a firm whose compensation, loyalties, and daily practice are structured entirely around their interests.
Before founding the firm, Zachary built his practice inside the traditional financial services industry. Wolfson Private Wealth was built from a blank sheet without the proprietary products, the revenue-sharing arrangements, and the sales culture that come with it — fee-only, fiduciary, and personal.
He lives in South Florida with his family. When he is not with clients, you will find him in the gym or on the field — he brings the same discipline to training that he brings to the work.
Zach Wolfson owns and operates other businesses outside this firm, including insurance agencies that earn commissions on health and Medicare insurance. Wolfson Private Wealth sells no insurance, earns no commission on anything, and is paid only the advisory fee its clients pay it. The firm does not recommend that its clients buy insurance through those agencies, and any policy a client buys anywhere is outside this engagement and is never billed under it. These outside businesses take time and attention, which is a conflict worth knowing about. They are disclosed in Item 4 of Zach’s Form ADV Part 2B and Item 10 of Part 2A, which you can read at adviserinfo.sec.gov under CRD 314416.
Why location, harvesting, and sequencing frequently contribute more to terminal wealth than the investment selection most investors obsess over.
Twenty years of data, three simple charts, and one unpopular conclusion about what discipline actually looks like in a real portfolio.
What it takes to establish a defensible Florida domicile — and the specific mistakes that have cost newcomers the shield they thought they had.
If a question isn't addressed here, it belongs in our first conversation. We prefer candor in both directions.
The exact questions we believe every prospective client should ask before turning over a dollar to any advisory firm — wirehouse, RIA, or otherwise. Tough to answer for most of the industry. Easy for us.
Every inquiry is reviewed personally by the founder.
Important Disclosures. Wolfson Private Wealth, LLC ("WPW") is an investment adviser registered with the Florida Office of Financial Regulation. Registration does not imply a certain level of skill or training. All investment strategies have the potential for profit or loss. Past performance is not indicative of future results. Diversification does not guarantee a profit or protect against loss.
Information presented on this website is for educational and informational purposes only, does not constitute investment, tax, legal, or accounting advice, and should not be construed as a solicitation, offer, or recommendation to buy or sell any security. Any client scenarios described are hypothetical composites for illustrative purposes only and do not represent any specific client, actual performance, or guarantee of results.
WPW does not offer tax or legal advice. Clients should consult qualified tax and legal professionals regarding their individual circumstances. Assets are custodied at Interactive Brokers LLC, a qualified custodian. WPW is not affiliated with Interactive Brokers LLC. The presence of a link to a third-party website does not imply endorsement.
Florida tax and asset protection commentary represents general information as of the publication date and is subject to change by legislative or regulatory action. WPW encourages all readers to obtain situation-specific counsel. Our complete disclosure brochure (Form ADV Part 2A) is available upon request and on the Investment Adviser Public Disclosure (IAPD) website.