Managing Partner, Wolfson Private Wealth. Fee-only fiduciary advisor to families, founders, and professionals across Florida.
I founded Wolfson Private Wealth in 2021 with a single conviction: that families with serious wealth deserve an advisor whose interests are entirely aligned with their own — and whose attention is not split among hundreds of accounts.
Before founding the firm, I spent years in the wealth-management industry watching the same pattern repeat itself. Brokers calling themselves advisors. Hidden fees calling themselves “loads.” Sales contests calling themselves “research.” And, most frustrating of all, families who had been told for years that a 1% advisor fee was the price of entry — while paying another 1% in unseen fund expenses, trading costs, and tax inefficiency on top of it.
Wolfson Private Wealth was built to be the alternative. SEC-registered. Fee-only. No commissions. No revenue-sharing. No proprietary products. Just published fees, an institutional custodian, and a written plan for every family we serve.
I take a deliberately small number of relationships each year because the work I want to do — the work that compounds — cannot be done at scale. When you become a client, you work with me directly. Not an associate. Not a call center. Me.
Outside of the practice, I am a husband and father. I read more financial history than is probably healthy. I believe in long walks, longer time horizons, and that a great client relationship can last thirty years if it's built honestly in the first conversation.
If that sounds like the kind of relationship you are looking for, I would welcome a conversation.
Important Disclosures. Wolfson Private Wealth, LLC ("WPW") is an investment advisor registered with the U.S. Securities and Exchange Commission. 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) and Form CRS are available upon request and on the SEC's Investment Adviser Public Disclosure website.