Investment management, financial planning, tax coordination, and estate strategy — delivered as a single integrated relationship, not five separate hand-offs.
Globally diversified, evidence-based portfolios held in your name at Interactive Brokers, a regulated qualified custodian. Construction is anchored to your written plan, your tax situation, and your risk tolerance — not to a model marketing department's template.
The plan is the foundation. We build a written, living document that connects your cash flow, investment, tax, insurance, and estate decisions to a single coherent picture.
Taxes are usually the largest controllable cost. We coordinate directly with your CPA on a multi-year plan: Roth conversions, asset location, harvesting, charitable strategy, and the timing of large gains.
We coordinate with your estate attorney to ensure beneficiaries, titling, and trusts are aligned with the plan you actually intend. Most estate problems are paperwork problems — and we treat the paperwork as the work.
The sale of a business, an inheritance, a vesting cliff, or a significant insurance settlement deserves a separate conversation. We help you prepare before the wire arrives — and act with discipline once it does.
We do not sell insurance, annuities, structured products, or any commission-based investment. We do not run private offerings, pitch initial coin offerings, or take referral fees from accountants, attorneys, or any third party. We are paid by our clients, in the advisory fees they pay us directly. Nothing else.
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.
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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.